
Client Relationship Executive
2 days ago
**Profile**:Client Relationship Executive
**Experience**:1-2 years
**Salary Range**:Upto15k - 20k per month (depending on experience and skillset)
**Role Objective**:
- The CRE is not the primary client-facing role during closing.Instead, you step in post-closing to ensure smooth payment follow-ups, milestone-wise collections, and timely reporting until all dues are cleared.The role requires consistent coordination with Finance and Client Servicing to ensure transparency and trust at every step.
**Key Responsibilities**:
- **Timely Event Updates & Relationship Follow-ups**
- Share structured status updates (weekly, daily during show week, and post-event closure).
- Draft soft-spoken, trust-building notes with clear next steps and dates.
- Always close updates with a confirmation line (e.g., “May I mark this as approved/received?”).
- **Payment Collections**
- Ensure milestone-wise payment collection, strictly within timelines.
- Share invoices/UTRs promptly; maintain a clear audit trail.
- **Bills & Accuracy**
- Coordinate invoice/bill generation with Accounts.
- Align with Client Servicing for final deliverables and closing amounts (ensure written approvals).
- **Records Management**
- Avoid verbal-only commitments; always document.
- **Escalation Handling**
- Proactively flag ageing, disputes, or documentation gaps.
- Escalate per the defined internal approval/escalation matrix.
**Embedded Follow-up SOP (Relationship-First Approach)**:
- **Cadence**
- D0: Thank-you & summary
- D3: Gentle nudge
- D7: Reminder + offer help
- D10: Firm, solution-oriented reminder
- D15: Escalation with full context
- **Tone**: Soft-spoken, respectful, solution-driven.
- **Clarity**: Always mention invoice no., amount, due date, next step, and your availability.
- **Documentation**
- Send WhatsApp summaries if needed.
- File UTR/screenshot immediately after client’s payment.
**Reporting To**:
- Finance Department (Cost Controller + Accounts)
**Alignment**:
- Touch points with Growth Head
- Coordination with Client Servicing (CS)
**Workflow (Clarity)**:
- Client Servicing (CS): Manages client till closing
- Dream Weaver + Production: Executes event deliverables
- CRE: Engages post-closing until final payment clearance
**Must-Have Skills**:
- Excellent communication: Soft-spoken, polite, and professional (English/Hindi; Gujarati preferred).
- Strong Client Relationship Management: Rapport-building, tactful negotiations, expectation-setting.
- Ownership-driven with strong documentation discipline.
- Experience: 1-2 years in client coordination/collections (preferably in events, agencies, or finance coordination).
- Polite, consistent, and well-documented follow-ups.(Must)
- Timely payment collections (milestone-wise, as scheduled.(Must)
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