Customer Relationship Executive

Job Role :

The Client Relationship Executive (CRE) plays a crucial role in driving business growth by managing and optimizing the lead process, supporting business managers, and ensuring a seamless client experience. The CRE verifies marketing leads, allocates them efficiently, monitors progress, and maintains accurate records to achieve monthly sales targets. The ideal candidate is proactive, detail-oriented, and passionate about building and maintaining strong client relationships.

Key Roles & Responsibilities

• Verify and validate all leads shared by the marketing team on a daily basis.
• Assign verified leads to business managers and ensure timely follow-up for potential closures.
• Monitor lead progress and collect regular updates from business managers to meet the monthly sales.
• Maintain an accurate, updated lead sheet daily and submit a status report to the reporting manager.
• Possess thorough knowledge of company service offerings to handle client inquiries confidently.
• Keep the database of client contact details accurate and up to date.
• Strive to meet and exceed individual and team sales goals.
• Stay informed about current market trends and competitor activities to enhance client engagement.
• Identify client needs and recommend suitable products or services.
• Build and maintain long-term, positive relationships with clients and potential customers.
• Conduct regular meetings with business managers and designers to align on targets, expectations, and progress.
• Address clients with professionalism and respect at all times, maintaining a positive company image.
• Record every client interaction, follow-up, and sales activity accurately in the CRM system.
• Revisit and requalify unresponsive leads to improve lead conversion efficiency.
• Handle client concerns or grievances promptly and effectively to preserve company reputation.
• Go the extra mile to facilitate the achievement of the company’s overall sales goals.
• Maintain detailed notes of all sales calls, meetings, and client feedback for reporting and improvement.

Qualifications & Requirements

• Bachelor’s degree in Business Administration, Marketing, or a related field.
• 1–3 years of experience in client relations, inside sales, or business development.
• Strong communication, interpersonal, and organizational skills.
• Proficiency in CRM tools and MS Office (Excel, PowerPoint, Word).
• Goal-driven, proactive, and capable of working in a fast-paced environment.
• Excellent attention to detail and ability to multitask.

Key Performance Indicators (KPIs)

• Number of verified leads processed daily/weekly
• Lead follow-up compliance rate
• Lead-to-conversion ratio
• Monthly sales contribution
• Accuracy and timeliness of reports
• Client satisfaction and retention metrics