Client Relationship Executive

2 hours ago

Dumas Surat Gujarat, India Kahani by i2c Events Full time

**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)**Top 2 Priorities (Non-Negotiable)**
- **Polite, consistent, and well-documented follow-ups**:

- **Timely payment collections (milestone-wise, as scheduled)**

**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**: 2-5 years in client coordination/collections (preferably in events, agencies, or finance coordination).

**Important Notes**
- **Accounts Team**: Handles all bills/invoices.
- **Client Servicing Team**: Confirms final deliverables and closing amounts.
- **CRE**: Must keep Finance (Cost Controller + Accounts) and Client Servicing fully updated with _written records only_.

Pay: ₹9,573.19 - ₹18,000.00 per month

Work Location: In person

  • Client Relationship Executive

    2 weeks ago

    Dumas, Surat, Gujarat, India i2c Events Full time ₹ 1,08,000 - ₹ 2,16,000 per year

    Role ObjectiveThe 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...

  • Client Relationship Executive

    1 week ago

    Dumas, Surat, Gujarat, India Kahani by i2c Events Full time

    **Data Sourcing and Management** - Source and maintain accurate client and vendor contact details using phone calls, online platforms, and internal referrals. - Create and update internal databases for clients, vendors, venues, and financial records across India. - Organize structured data templates to ensure smooth coordination across departments. -...

  • Client Servicing Coordinator

    2 hours ago

    Dumas, Surat, Gujarat, India Kahani by i2c Events Full time

    **1. JOB PURPOSE**: The Client Servicing Coordinator supports the Client Servicing Executive by providing creative suggestions, addressing client inquiries, and ensuring seamless client interactions. **2. ROLE AND RESPONSIBILITIES**: - Assist Client Servicing Executives in all client meetings. - Take notes, document client information during meetings, and...

  • Client Relationship Executive

    2 weeks ago

    Surat, Gujarat, India RentXperts Full time

    Job title Customer Relationship Executive Reports to Customer Relationship Manager Department Vanila 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...

  • Client Servicing Coordinator

    2 weeks ago

    Dumas, Surat, Gujarat, India i2c Events Full time ₹ 1,68,000 - ₹ 2,40,000 per year

    1. JOB PURPOSE:The Client Servicing Coordinator supports the Client Servicing Executive by providing creative suggestions, addressing client inquiries, and ensuring seamless client interactions.2. ROLE AND RESPONSIBILITIES:Assist Client Servicing Executives in all client meetings.Take notes, document client information during meetings, and update records in...

  • Client Service Associate

    6 days ago

    Dumas, Surat, Gujarat, India Rishi Jobs Full time

    **Profile**:Client Servicing Associate **Salary**:Up to 20k **Job Overview** **Key Responsibilities** **Client Relationship Management** - Act as the primary point of contact for assigned clients. **Project Coordination** - Understand client goals and communicate briefs clearly to internal teams. **Campaign Oversight & Reporting** - Oversee the...

  • Client Relationship Executive

    2 weeks 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. -...

  • Client Relationship Executive

    1 week ago

    Surat, Gujarat, India RentXperts Full time

    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. - Coordinate with FE to find the best property for a...

  • Client Relationship Executive

    2 weeks ago

    Surat, India Talent First HR Services Full time

    Profile: 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...

  • Client Relationship Executive- It

    1 hour ago

    Surat, India Dynamic Dreamz Full time

    Responsibilities - Build relationships with key employees among National/ International Clients. - Create plans to address National/ International clients’ business needs - Advise clients on creating profitable processes - Schedule regular meetings with National/ International client to ensure they are satisfied - Act as point of contact for complaints and...