Client Relationship Executive
4 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
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 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
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
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...
