Customer Relationship Executive
15 hours ago
Job Role :
The Client Relationship Executive (CRE) plays a crucial role in driving business growth by managing and optimizing the lead process, supporting business managers, and ensuring a seamless client experience. The CRE verifies marketing leads, allocates them efficiently, monitors progress, and maintains accurate records to achieve monthly sales targets. The ideal candidate is proactive, detail-oriented, and passionate about building and maintaining strong client relationships.
Key Roles & Responsibilities
- Verify and validate all leads shared by the marketing team on a daily basis.
- Assign verified leads to business managers and ensure timely follow-up for potential closures.
- Monitor lead progress and collect regular updates from business managers to meet the monthly sales.
- Maintain an accurate, updated lead sheet daily and submit a status report to the reporting manager.
- Possess thorough knowledge of company service offerings to handle client inquiries confidently.
- Keep the database of client contact details accurate and up to date.
- Strive to meet and exceed individual and team sales goals.
- Stay informed about current market trends and competitor activities to enhance client engagement.
- Identify client needs and recommend suitable products or services.
- Build and maintain long-term, positive relationships with clients and potential customers.
- Conduct regular meetings with business managers and designers to align on targets, expectations, and progress.
- Address clients with professionalism and respect at all times, maintaining a positive company image.
- Record every client interaction, follow-up, and sales activity accurately in the CRM system.
- Revisit and requalify unresponsive leads to improve lead conversion efficiency.
- Handle client concerns or grievances promptly and effectively to preserve company reputation.
- Go the extra mile to facilitate the achievement of the company's overall sales goals.
- Maintain detailed notes of all sales calls, meetings, and client feedback for reporting and improvement.
Qualifications & Requirements
- Bachelor's degree in Business Administration, Marketing, or a related field.
- 1–3 years of experience in client relations, inside sales, or business development.
- Strong communication, interpersonal, and organizational skills.
- Proficiency in CRM tools and MS Office (Excel, PowerPoint, Word).
- Goal-driven, proactive, and capable of working in a fast-paced environment.
- Excellent attention to detail and ability to multitask.
Key Performance Indicators (KPIs)
- Number of verified leads processed daily/weekly
- Lead follow-up compliance rate
- Lead-to-conversion ratio
- Monthly sales contribution
- Accuracy and timeliness of reports
- Client satisfaction and retention metrics
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