Relationship Manager – Raipur
Job Title: Relationship Manager
Location: Khushalpur Chowk, Raipur, C.G.
Department: Sales & Customer Success
Reports To: Branch Manager / Sales Head
Job Summary
The Relationship Manager – CBD IT Solutions is responsible for building and maintaining strong relationships with clients using Tally software, ensuring customer satisfaction, promoting renewals, upselling products, and providing support in collaboration with the technical team. This role requires a deep understanding of Tally products, excellent communication skills, and a proactive approach to client engagement.
Key Responsibilities
1. Client Relationship & Account Management
– Serve as the primary point of contact for assigned customers.
– Understand clients’ business processes and Tally usage to suggest best practices.
– Maintain regular communication through calls, meetings, and emails.
2. Sales & Revenue Growth
– Promote Tally Software Services (TSS) renewals and upgrades.
– Identify cross-sell and upsell opportunities for add-ons, modules, or other solutions.
– Achieve monthly/quarterly sales and renewal targets.
3. Support Coordination
– Coordinate with the technical support team for issue resolution.
– Ensure timely follow-up on service requests and keep customers informed.
4. Customer Retention & Engagement
– Organise product demos, webinars, or training sessions for customers.
– Collect and address customer feedback to improve satisfaction.
– Monitor and reduce customer churn.
5. Reporting & Documentation
– Maintain detailed records of client interactions in CRM.
– Submit periodic sales and activity reports to management.
Key Skills & Competencies
– Strong knowledge of TallyPrime and related modules.
– Excellent communication and interpersonal skills.
– Customer-focused with problem-solving abilities.
– Negotiation and sales skills.
– Time management and multitasking abilities.
Qualifications & Experience
– Any 12th, Bachelor’s degree in Commerce, M.com, MBA or related field.
– 0–2 years of experience in client servicing, account management, or sales (preferably in software solutions).
– Tally certification or prior experience in Tally solutions will be an advantage.
Performance Metrics
– Renewal Rate (%)
– Sales Target Achievement (%)
– Customer Satisfaction Score (CSAT)
– Number of Upsell/Cross-sell Conversions
Skill Known
– Tally, Basic English, Communication Skill, MS Office, Computer Knowledge
