Client On-Boarding Specialist

Job brief

We are looking for a Client On-Boarding Specialist to build and preserve trusting relationships with our clientele. We’ll rely on you to find ways to outperform our competition vis strong customer service.

To succeed in this role, you should be an excellent communicator, able to work with sales and marketing teams, and build rapport with customers. We also expect you to be a strategic thinker with an analytical mind and strong problem-solving skills.

Ultimately, you’ll maintain strong relationships with our company’s clients to boost our brand and profits in the long-run.


Understand customer needs and develop plans to address them

Identify key staff in client companies to cultivate profitable relationships

Resolve customer queries quickly and effectively

Forward upselling and cross-selling

Promote high-quality sales, supply, and customer service processes

Aim to preserve customers

Approach potential customers to establish relationships

Gain solid knowledge of competitors


Proven experience as a Client Relationship Manager

Knowledge of customer relationship management (CRM) practices

Experience in sales or customer service is preferred

Problem-solving attitude

Excellent communication skills

Aptitude for fostering positive relationships

Teamwork and leadership skills

Customer-oriented mindset


Location: Mumbai


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