Client Relationship Executive

5 days ago

New Delhi, India Kahani by i2c Events Full time

Role Objective:The Client Relationship Executive (CRE) is responsible for managing post-closing client coordination, ensuring milestone-wise payment collections, timely reporting, and smooth communication between clients, finance, and internal teams. The role focuses on building trust and maintaining long-term relationships through systematic follow-ups and documentation.Key Responsibilities:1. Client Communication & Relationship Management- Source and maintain accurate client and vendor contact details. - Call clients regularly to share updates, gather feedback, and maintain strong relationships. - Send personalized greetings for birthdays, anniversaries, etc., to nurture rapport. - Participate in daily CRM review sessions with stakeholders. - Resolve client queries promptly and professionally.2. Payment Collection & Billing Coordination- Ensure milestone-wise payment collection within timelines. - Share invoices and UTRs promptly and maintain a clear audit trail. - Coordinate invoice/bill generation with Accounts. - Confirm final deliverables and amounts with Client Servicing before billing.3. Documentation & Reporting- Record all interactions, approvals, and updates in CRM and email/WhatsApp summaries. - Maintain structured data templates for smooth coordination across departments. - Avoid verbal-only updates; ensure all communication is documented. - CC Finance and Client Servicing on all payment-related emails.4. Escalation & Follow-up- Follow embedded SOP for payment follow-ups: - D0: Thank-you & summary - D3: Gentle nudge - D7: Reminder + offer help - D10: Firm, solution-oriented reminder - D15: Escalation with full context - Flag ageing, disputes, or documentation gaps proactively.5. Client Servicing & After-Sales Support- Ensure client satisfaction from order placement until final payment. - Collect true feedback and resolve queries diligently. - Act as a point of contact for complaints and escalate issues to the concerned team.Competency Requirements:Skills Needed:- Excellent communication: soft-spoken, polite, professional (English/Hindi; Gujarati preferred). - Persuasion, rapport-building, and phone/meeting etiquette. - Listening, questioning, and proactive problem-solving. - Consistency, patience, and empathy in follow-ups. - Tech-savvy: Google Docs, Sheets, Excel, CRM, professional email/WhatsApp etiquette.Knowledge Areas:- Wedding/event planning basics. - Billing systems, client documentation, and vendor networks. - Internet research and data collection.Traits & Self-Image:- Confident, high-energy, go-getter mindset. - Honest, persistent, and eager to learn. - Warm, hospitable, client-friendly approach. - Passionate about growth and process improvement.Workflow & Reporting:- CRE coordinates post-closing with Client Servicing, Production, and Finance. - Reports directly to Finance (Cost Controller + Accounts) with alignment to Growth Head. - Top 2 priorities: polite, consistent, documented follow-ups & timely milestone-wise collections.Salary:- ₹15,000 – ₹18,000/month

  • Relationship Manager

    5 days ago

    New Delhi, India Client First Asia Full time

    Job Description – Relationship Manager (RM) Operations Position: Relationship Manager – Operations Department: Operations / Client Relationship & Retention (CRR) Location: Raipur (Client First Wealth Management HQ) Employment Type: Full-timeAbout Client First Wealth Management Client First Wealth Management is a fast-growing wealth management company...

  • Client Relationship Executive

    6 days ago

    Delhi, India Ai Digital Service Full time

    **Job Title: Client Relationship Executive (Digital Marketing)** **Job Overview**: We are seeking a Client Relationship Executive to join our digital marketing team. In this role, you will be responsible for building and maintaining strong relationships with our clients and ensuring their satisfaction with our services. You will serve as the primary point...

  • Client Relationship Manager

    2 weeks ago

    New Delhi, India Spectral Consultants Full time

    Location: Pitampura, Delhi (Work from Office)Experience: 1–4 yearsCompany: Spectral ConsultantsAbout the Role:We are looking for a dynamic and confident Client Relationship Executive who can connect with prospective clients, build strong professional relationships, and contribute to business development. If you have excellent communication skills, a...

  • Client Relationship Manager

    2 weeks ago

    New Delhi, India Spectral Consultants Full time

    📍 Location: Pitampura, Delhi (Work from Office)👩 💼 Experience: 1–4 years🏢 Company: Spectral ConsultantsAbout the Role:We are looking for a dynamic and confident Client Relationship Executive who can connect with prospective clients, build strong professional relationships, and contribute to business development. If you have excellent...

  • Client Relationship Manager

    2 weeks ago

    New Delhi, India Spectral Consultants Full time

    Location: Pitampura, Delhi (Work from Office) Experience: 1–4 years Company: Spectral Consultants About the Role: We are looking for a dynamic and confident Client Relationship Executive who can connect with prospective clients, build strong professional relationships, and contribute to business development. If you have excellent communication skills, a...

  • Client Relationship Manager

    2 weeks ago

    New Delhi, India Spectral Consultants Full time

    Location: Pitampura, Delhi (Work from Office) Experience: 1–4 years Company: Spectral Consultants About the Role: We are looking for a dynamic and confident Client Relationship Executive who can connect with prospective clients, build strong professional relationships, and contribute to business development. If you have excellent communication...

  • Client Relationship Manager

    2 weeks ago

    New Delhi, India Spectral Consultants Full time

    📍 Location: Pitampura, Delhi (Work from Office)👩 💼 Experience: 1–4 years🏢 Company: Spectral ConsultantsAbout the Role:We are looking for a dynamic and confident Client Relationship Executive who can connect with prospective clients, build strong professional relationships, and contribute to business development. If you have excellent...

  • Client Relationship Executive

    2 days ago

    Dwarka, Delhi, Delhi, India IMMORTAL Technologies Pvt Ltd Full time

    **Client Relationship Executive - IT & Non-IT (Govt. Clients Preferred)** **Job Summary**: We are looking for a proactive and responsible **Client Relationship Executive** to manage and support our existing client base, primarily government clients. This role involves handling both **IT and non-IT product requirements**, ensuring smooth coordination from...

  • Client Relationship Executive

    4 days ago

    Delhi, Delhi, India Customer Success Technology Pvt. Ltd. Full time ₹ 2,40,000 - ₹ 3,60,000 per year

    Job Title: Client Relationship Executive ( Freshers & Experience )Location: Delhi ( Patel Nagar)Working Days: 5.5 DaysJob Description:We are looking for a Client Relationship Executive who can identify and connect with potential clients through cold calling. The ideal candidate should have good English communication skills, be confident on calls, and...

  • Client Relationship Executive

    1 week ago

    Shahpur Jat, Delhi, Delhi, India Crystal Presentation Solutions Pvt. Ltd. Full time

    **About Us**: Crystal is a leading Audio-Visual System integrator across the nation. Our strong commitment to stay ahead of the technology curve has helped us to deliver customized AV solutions with Crystal as an organization takes pride in the fact of having good manpower and excellent team coordination. There is a strong working team of professionals with...