Client Relationship Executive

Roles & Responsibilities: Coordinate with clients for allocation and management of applicant files. Execute and manage timely allocation of applicant files as per client requirements. Prepare and share monthly/fortnightly MIS reports accurately. Create and present monthly PowerPoint presentations related to performance, client updates, and internal reporting. Generate and process client invoices on a monthly basis. Follow up with clients for pending payments and unresolved issues. Track and manage recovery of outstanding amounts and pending documents. Maintain strong client relationships through timely communication and problem-solving. Preferred Candidate Profile: Education: Minimum qualification 12th pass; Graduate in Commerce, Arts, or Science preferred. Languages: Proficiency in English, Hindi, and Marathi. Skills: Excellent verbal and written communication skills. Strong organizational and coordination abilities. Advanced knowledge and hands-on experience with Microsoft Excel (vlookup, pivot tables, data cleaning, etc.). Proficiency in PowerPoint for making monthly presentations. Ability to handle client queries professionally and efficiently. Experience: Prior experience in client coordination, MIS reporting, or administrative roles will be an added advantage. Key Competencies: Client-centric approach Attention to detail Time management Problem-solving attitude Team player with the ability to work independently