Client Relationship Executive

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