Client Relationship Executive

5 days 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.
- Maintain a **vendor experience record** (track both good and bad vendors for future decision-making).
- Follow an **Amazon Process Model mindset** — clean, systematic information flow and zero error tolerance.

**Sales Meetings (Client Communication)**
- Call clients regularly to share updates, gather feedback, and build strong, long-term relationships.
- Send thoughtful, personalized greetings (birthdays, anniversaries, etc.) to build rapport.
- Participate in a **daily 5:30 PM CRM review session (30 minutes sit-down)** with key stakeholders to align on updates and next steps.

**Sales Proposals & Coordination**
- Ensure timely billing with close coordination between Accounts and CRM.
- **Bills must be sent to CRM once prepared** — CRM is responsible for client communication thereafter.
- Document every interaction in CRM tools and maintain feedback sheets and call logs.
- **Information passing must be clean and documented** — no verbal-only updates.

**Sales Conversion & Follow-up**
- **Ensure on-time collection** by managing follow-ups across Sales, Owners, and Accounts roles.
- Develop and maintain a clear **collection follow-up system** — structured and owner-verified.
- **Collection should not be assigned to the wrong person**; hiring must align with communication skills and politeness.
- Follow up constantly but **politely** — CRM should act as a relationship nurturer, not a pressure agent.
- CRM is directly responsible for calling the client for **payment follow-ups**, viewing **payments as a function of follow-up consistency**.

**Client Coordination**
- Respond to client queries promptly and professionally.

**Competency RequirementsSkills Needed**:

- Fluency in English, Hindi & Gujarati
- Persuasion and rapport-building
- Phone and meeting etiquette
- Listening and questioning skills
- Consistency, patience, and empathy in follow-ups

**Knowledge Areas**:

- MS Word, Excel, Google Sheets, CRM
- Internet research and data collection
- Wedding/event planning industry basics
- Billing systems, client documentation, and brand/vendor networks

**Self-Image & Traits**:

- Confident and result-driven
- High energy with a go-getter mindset
- Honest, persistent, and always willing to learn
- Warm, hospitable, and client-friendly approach

**Motivational Fit**:

- Passionate about growth and improving processes
- Strong belief in **win-win relationships and clear systems**

Pay: ₹9,000.00 - ₹14,000.00 per month

**Benefits**:

- Flexible schedule
- Paid sick time
- Work from home

Schedule:

- Day shift

**Education**:

- Bachelor's (required)

**Language**:

- English (required)

Work Location: In person

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