Relationship Manager

Billion BaseCamp is a fast-growing financial and tax advisory firm working with senior corporate executives, HNIs, and NRIs across India, US and global markets. Our services span tax planning and compliance, cross-border taxation, investment advisory, ESOP/RSU taxation, wealth structuring, and long-term financial planning. We are trusted advisors to CEOs and senior executives, supporting complex, high-stakes financial decision-making. At Billion BaseCamp, client relationships are long-term, consultative, and trust driven- not transactional.

Role Overview

We are looking for a Relationship Manager to own and grow client relationships across all our advisory verticals. This role is critical to ensuring an exceptional client experience—from onboarding to ongoing engagement throughout—while acting as the primary coordination point between clients and internal advisory teams.

The Relationship Manager will work closely with Sales, Advisory, Tax, and Operations teams to ensure timely delivery, clear communication, and high client satisfaction. This role is ideal for individuals who enjoy client-facing work, multitasking across complex requirements and clients, and building long-term 

professional relationships.

Key Responsibilities

• Act as the primary point of contact for assigned clients throughout the post-sales and engagement lifecycle.
• Manage end-to-end client onboarding, including documentation, process coordination, expectation setting, and timely handover to relevant teams.
• Build and nurture strong, long-term client relationships through regular communication, proactive follow-ups, and a high-touch service approach.
• Lead client meetings with a balance of relationship-building, engaging conversations, and structured, agenda-driven service discussions.
• Develop a thorough understanding of client requirements and ensure deliverables are aligned with agreed scope, expectations, and timelines.
• Coordinate closely with tax, advisory, and operations teams to ensure timely, accurate, and seamless execution of client deliverables.
• Manage multiple client requests and engagements simultaneously, ensuring priorities are tracked and deadlines are consistently met.
• Drive timely follow-ups with both internal teams and clients to maintain momentum and ensure smooth progress across ongoing engagements.
• Proactively identify gaps, delays, dependencies, and potential risks, and escalate issues to the appropriate stakeholders when required.
• Support client presentations, proposals, service walkthroughs, and other business development activities in collaboration with sales representatives.
• Clearly communicate and effectively present Billion BaseCamp's services, processes, timelines, and value proposition to clients.
• Identify opportunities to upsell and cross-sell relevant advisory services based on an in-depth understanding of client requirements and business needs.
• Maintain accurate and structured client records, communication logs, engagement trackers, documentation, and task management systems.
• Provide regular updates to the Reporting Manager on client status, key developments, risks, pending actions, and potential opportunities.
• Track, raise, follow up on, and facilitate timely settlement of client invoices in coordination with the relevant internal teams.
• Contribute to the continuous improvement of client management processes, technology, templates, SOPs, and internal workflows to enhance efficiency and client experience.

Who We're Looking For

· MBA in Finance, CA (including semi-qualified), CS, a relevant graduate from a reputed institution, or even an engineer from a reputed institution with strong interest in finance and client-facing roles

· 1-2 years of experience in relationship management, finance, consulting, operations, or project management

· Strong numerical aptitude with the ability to work confidently with percentages, calculations, and complex financial data

· Excellent verbal and written communication skills

· Strong interpersonal skills and comfort interacting with senior professionals and HNI/UHNI clients

· High attention to detail, strong follow-through, and ability to manage multiple priorities

Why Join Billion BaseCamp

· Exposure to HNIs, CXOs, NRIs, and complex global financial cases

· Steep learning curve across taxation, wealth advisory, and client management

· Direct ownership of responsibilities rather than just task execution

· High-performance, merit-driven culture

Salary Bracket (Non Negotiable) :

9-12LPA