Client Relationship Executive

2 days ago

Dumas Surat Gujarat, 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**
- Maintain structured data templates for smooth coordination across departments.
- Avoid verbal-only updates; ensure all communication is documented.

**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.

**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.

**Preferred Gender**: Female

Pay: ₹15,000.00 - ₹20,000.00 per month

Work Location: In person

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