Customer Relationship Executive
4 days ago
Position:
Client Relationship Executive
Department:
Sales
Location:
Shalimar Bagh, Delhi
Job Overview
We are seeking a dynamic and detail-oriented
Client Relationship Executive
to manage new dealer appointments and maintain strong relationships with existing dealers. This role is critical to our
business growth
and
client satisfaction
.
Key Responsibilities
New Dealer Appointment & Onboarding
- Lead Generation:
Identify and target new locations; generate meetings for potential dealer partnerships - Follow-up Management:
Conduct systematic follow-ups post-meetings and maintain detailed records in
ZOHO CRM - CRM Management:
Create client accounts, update conversation notes, and track all interactions in
ZOHO - Sample Coordination:
Process and dispatch product samples based on client requirements - Documentation:
Share certificates, authorization letters, and other required documents after dealer appointments - Reporting:
Provide regular updates on progress, challenges, and opportunities to the reporting manager 
Existing Dealer Relationship & Growth
- Client Support:
Serve as the primary liaison between clients and internal departments to ensure seamless communication - Account Management:
Create monthly opportunities in ZOHO CRM; maintain updated client data, agreements, and communication records - Order Coordination:
Monitor orders and coordinate with operations/logistics to ensure on-time delivery; resolve delivery and billing issues - Performance Reporting:
Prepare weekly and monthly reports; analyze revenue vs. targets and present insights during CPC meetings - Business Development Support:
Assist in creating proposals, presentations, and marketing materials; support engagement activities (e.g., carpenter meets, gifting programs) - Client Retention:
Follow up on pending orders; collect feedback and market insights; update CRM daily; handle client complaints effectively - Plant Coordination:
Liaise with the plant team on delayed or punched orders; keep clients updated - Client Communication:
Share monthly sales reports; manage end-user visits at the Head Office - Daily Reporting:
Update Daily Progress Monitoring (DPM); maintain regular communication with the Manager regarding progress and targets 
Required Qualifications
- Bachelor's degree in
Business Administration
,
Marketing
,
Sales
, or related field - 1–3 years of experience in
client relationship management
,
sales support
, or
business development - Proficiency in CRM software (
ZOHO
preferred) - Strong communication and interpersonal skills
 - Excellent organizational and time management skills
 - Proficiency in
MS Office
(Excel, PowerPoint, Word) - Ability to manage multiple priorities in a
fast-paced environment 
What We Offer
- Competitive salary package
 - Performance-based incentives
 - Professional development and training opportunities
 - Collaborative and supportive work environment
 - Career growth opportunities
 
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