Client Relationship Executive
3 weeks ago
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
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Client Relationship Executive
3 weeks ago
Surat, India Kahani by i2c Events Full timeRole Objective:The Client Relationship Executive (CRE) is responsible for managing post-closing client coordination, ensuring milestone-wise
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Client Relationship Executive
3 weeks ago
Surat, India Kahani by i2c Events Full timeRole 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...
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Client Relationship Executive
3 weeks ago
Surat, India Kahani by i2c Events Full timeRole 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...
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Client Relationship Executive
3 weeks ago
Surat, India Kahani by i2c Events Full timeRole 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...
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Client Relationship Executive
4 weeks ago
Surat, India Kahani by i2c Events Full timeRole 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...
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Client Relationship Executive
1 day ago
Surat, India miracle hub Full time**Job title Customer Relationship Executive** **Roles & Responsibilities**: - Generating new leads & develop a relationship with new BDE of brands using social media websites ie. LinkedIn, Facebook, Instagram, and website. - Stay in touch with existing customers and generate new leads - Understanding and addressing the individual needs of key customers. -...
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Client relationship executive
3 weeks ago
Surat, India Kahani By I2c Events Full timeRole 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...
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Client Relationship Executive
3 weeks ago
Surat, India Kahani by i2c Events Full timeRole 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...
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Client Relationship Executive
3 weeks ago
Surat, India Kahani by i2c Events Full timeRole 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...
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Client Relationship Executive
1 day ago
Surat, India Talent First HR Services Full timeProfile: Client Relationship Executive Location : Saroli, Surat Timing: 10:00 to 6:00 pm Experience: Fresher or Experienced both can apply Qualification: Any Graduate The company is into Corporate Textile Industry! Good communication skills required. Show them the products on whatsapp and discuss the price & also onboarding the new clients from...
