Client Relationship Executive

0 years

1 Lacs

Posted:10 hours ago| Platform: GlassDoor logo

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Work Mode

Remote

Job Type

Full Time

Job Description

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

  • Ensure every communication is logged properly (written/email/CRM entry).CRM has to give all updates to the Client from start to end. It has to be an Amazon Process Model.
  • 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

Job Type: Full-time

Pay: ₹9,000.00 - ₹14,000.00 per month

Benefits:

  • Flexible schedule
  • Paid sick time
  • Work from home

Education:

  • Bachelor's (Required)

Language:

  • English (Required)

Work Location: In person

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