Junior CRM Consultant
Equilibrio Advisory
Mumbai0–2 yrs2h agovia Naukri
This job at a glance
- Who can apply
- Freshers and up to 2 years
- Must know
- Account managementExcelData analysis
- Nice to have
- CRM
- Work
- On-site in Mumbai
- Pay
- Not stated by the employer.
- Skill demand
- CRM47%Excel6%Data analysis6%Account management1%of 99 similar fresher jobs posted in India this week
- Listed
- 4 Nov 2026 · still open
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About the Role
A Junior CRM Consultant is sought for a full-time, remote position.
Key Responsibilities
- Client Relationship Management:
- Serve as the primary point of contact for onboarded clients.
- Coordinate with internal teams on client scope of work and execution to ensure delivery aligns with agreements.
- Build and nurture genuine rapport with client contacts.
- Client Retention and Growth:
- Drive client retention through regular, proactive engagement.
- Upsell and cross-sell services to existing clients.
- Inform clients about new services across all four verticals.
- Collaborate with the business team to create and implement client retention strategies.
- Data and Reporting:
- Maintain an accurate and current client database.
- Analyze client data to identify patterns, risks, and opportunities.
- Report on the client database and analytics to the Founders.
Requirements & Tech Stack
- Must have:
- Graduate degree in any discipline.
- 0-2 years of experience in client servicing, account management, customer success, or a similar role.
- Clear, warm, and professional written and spoken English communication.
- Comfort with spreadsheets and basic data analysis (e.g., Excel, Google Sheets).
- Willingness to learn CRM tools.
- Strong organization and follow-through skills.
- Ability to maintain discretion and treat sensitive information with care and strict confidentiality.
- Familiarity with all four verticals: POSHequili, Child Safety at Work, Mental Health at Work, Inclusion at Work.
- Good to have:
- Exposure to HR, legal, compliance, psychology, or professional services.
- Experience with a CRM platform or a client tracker.
- Interest in workplace safety, mental health, inclusion, or child protection.
Qualities Valued
- Empathy and patience.
- Curiosity about client needs.
- Ownership and the confidence to raise concerns early.
- Respect for colleagues and clients.
Confidentiality
- Client information, including the existence of an engagement, is confidential.
- The consultant will adhere to the firm's confidentiality and data protection practices.
- Client details, names, or case information will not be shared outside the firm without clearance.