Client Relationship Executive

Role Objective

The CRE is not the primary client-facing role during closing. Instead, you step in post-closing to ensure smooth payment follow-ups, milestone-wise collections, and timely reporting until all dues are cleared. The role requires consistent coordination with Finance and Client Servicing to ensure transparency and trust at every step.

Key Responsibilities

• Timely Event Updates & Relationship Follow-ups
• Share structured status updates (weekly, daily during show week, and post-event closure).
• Draft soft-spoken, trust-building notes with clear next steps and dates.
• Always close updates with a confirmation line (e.g., “May I mark this as approved/received?”).
• Payment Collections
• Ensure milestone-wise payment collection, strictly within timelines.
• Share invoices/UTRs promptly; maintain a clear audit trail.
• Bills & Accuracy
• Coordinate invoice/bill generation with Accounts.
• Align with Client Servicing for final deliverables and closing amounts (ensure written approvals).
• Records Management
• Maintain email/WhatsApp summaries and approvals.
• Avoid verbal-only commitments; always document.
• Escalation Handling
• Proactively flag ageing, disputes, or documentation gaps.
• Escalate per the defined internal approval/escalation matrix.

Embedded Follow-up SOP (Relationship-First Approach)

• Cadence:
• D0: Thank-you & summary
• D3: Gentle nudge
• D7: Reminder + offer help
• D10: Firm, solution-oriented reminder
• D15: Escalation with full context
• Tone: Soft-spoken, respectful, solution-driven.
• Clarity: Always mention invoice no., amount, due date, next step, and your availability.
• Documentation:
• CC Finance + CS on emails.
• Send WhatsApp summaries if needed.
• File UTR/screenshot immediately after client’s payment.

Reporting to: Finance Department (Cost Controller + Accounts)Alignment: Touch points with Growth Head; coordination with Client Servicing (CS)Top 2 Priorities (Non-Negotiable)

• Polite, consistent, and well-documented follow-ups
• Timely payment collections (milestone-wise, as scheduled)

Workflow (Clarity)

• Client Servicing (CS): Manages client till closing
• Dream Weaver + Production: Executes event deliverables
• CRE: Engages post-closing until final payment clearance

Must-Have Skills

• Excellent communication: Soft-spoken, polite, and professional (English/Hindi; Gujarati preferred).
• Strong Client Relationship Management: Rapport-building, tactful negotiations, expectation-setting.
• Ownership-driven with strong documentation discipline.
• Tech-savvy: Comfortable with Google Docs, Sheets, Excel, and professional WhatsApp/email etiquette.
• Experience: 2–5 years in client coordination/collections (preferably in events, agencies, or finance coordination).

Important Notes

• Accounts Team: Handles all bills/invoices.
• Client Servicing Team: Confirms final deliverables and closing amounts.
• CRE: Must keep Finance (Cost Controller + Accounts) and Client Servicing fully updated with written records only.

Job Type: Full-time

Pay: ₹9,573.19 - ₹18,000.00 per month

Work Location: In person