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Client Relationship Manager - Operations

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by Freshersworld
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Job Specifications
Employment Type Full time jobs
Job Description
Role Overview:
The Client Relationship Manager - Operations is responsible for ensuring smooth operational support and superior service delivery to clients of the financial planning team. This role bridges client service and back-end operations, ensuring timely execution of transactions, accurate documentation, and proactive communication with clients.

Key Responsibilities:

1. Client Relationship Management:

  • Serve as the primary point of contact for assigned clients regarding operational matters.
  • Build and maintain strong, long-term relationships with clients by understanding their business needs, preferences, and expectations.
  • Conduct regular check-ins and review meetings with clients to discuss performance, service delivery, and potential improvements.
  • Address client queries, complaints, or concerns promptly and professionally, ensuring resolution within agreed timelines.

2. Operational Oversight and Coordination:

  • Ensure smooth and efficient delivery of services in accordance with client contracts, service level agreements (SLAs), and quality standards.
  • Collaborate with internal operations, logistics, technical, and service teams to ensure alignment and timely execution of client deliverables.
  • Monitor key operational KPIs related to client accounts and take corrective action where performance is below expectations.
  • Assist in the development and implementation of operational procedures and process improvements tailored to client needs.

3. Performance Monitoring and Reporting:

  • Prepare and deliver regular reports to clients that highlight operational performance, key metrics, and service outcomes.
  • Analyze service delivery trends and identify areas of improvement or concern.
  • Work with internal analytics or reporting teams to customize client dashboards or presentations as required.
  • Track issues and feedback to drive continuous improvement across the organization.

4. Client Onboarding and Implementation Support:

  • Participate in the onboarding of new clients to ensure a smooth transition and set clear expectations.
  • Coordinate implementation plans, training sessions, and initial operational setup.
  • Guide clients through the company s systems, tools, and service procedures to ensure full utilization and satisfaction.

5. Contract and SLA Management:

  • Support contract management activities including renewals, amendments, and reviews.
  • Monitor SLA compliance and ensure that service commitments are consistently met.
  • Identify risks or gaps in service delivery and escalate as needed to senior management or operations leadership.

6. Cross-Functional Collaboration:

  • Act as the bridge between clients and internal departments to ensure clarity, alignment, and collaboration.
  • Facilitate communication between teams including sales, finance, support, and operations to ensure a cohesive approach to client servicing.
  • Participate in strategy sessions or planning meetings that involve client-related operational topics.

Job Profile : Client Relationship Manager - Operations
Industry : MBA, bsc-bca-bbm, management
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About Employer
Freshersworld (Registered since June-2017)
Future First Financials Private Limited
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