About the role
We are looking for a Customer Relationship Officer to manage and maintain strong relationships with clients across Accounts, Taxation, EXIM (Export-Import), and HR Management services. The role involves coordinating with clients and internal teams, monitoring compliance timelines, supporting documentation, resolving client queries, and ensuring timely delivery of services. The candidate will also support client onboarding, retention, renewals, and identification of additional service opportunities.
What you'll do
- Act as the primary point of contact for assigned clients.
- Coordinate between clients and internal Accounts, Taxation, EXIM, and HR teams.
- Monitor compliance deadlines for GST, Income Tax, ROC, DGFT, Customs, IEC, RCMC, LUT, ESI, and PF.
- Collect and coordinate financial and compliance documents required for filings.
- Follow up on EXIM documentation including IEC, Shipping Bills, Bills of Entry, LUT, and RCMC.
- Assist clients with export-import documentation and requirements.
- Coordinate support for bank-related documents such as LC, FIRC, and BRC.
