Client Relationship ExecutiveRole Objective:

The Client Relationship Executive (CRE) is responsible for managing post-closing client coordination, ensuring milestone-wise payment collections, timely reporting, and smooth communication between clients, finance, and internal teams. The role focuses on building trust and maintaining long-term relationships through systematic follow-ups and documentation.

Key Responsibilities:

1. Client Communication & Relationship Management

- Source and maintain accurate client and vendor contact details.
- Call clients regularly to share updates, gather feedback, and maintain strong relationships.
- Send personalized greetings for birthdays, anniversaries, etc., to nurture rapport.
- Participate in daily CRM review sessions with stakeholders.
- Resolve client queries promptly and professionally.

2. Payment Collection & Billing Coordination

- Ensure milestone-wise payment collection within timelines.
- Share invoices and UTRs promptly and maintain a clear audit trail.
- Coordinate invoice/bill generation with Accounts.
- Confirm final deliverables and amounts with Client Servicing before billing.

3. Documentation & Reporting

- Record all interactions, approvals, and updates in CRM and email/WhatsApp summaries.
- Maintain structured data templates for smooth coordination across departments.
- Avoid verbal-only updates; ensure all communication is documented.
- CC Finance and Client Servicing on all payment-related emails.

4. Escalation & Follow-up

- Follow embedded SOP for payment follow-ups:
- D0: Thank-you & summary
- D3: Gentle nudge
- D7: Reminder + offer help
- D10: Firm, solution-oriented reminder
- D15: Escalation with full context
- Flag ageing,



disputes, or documentation gaps proactively.

5. Client Servicing & After-Sales Support

- Ensure client satisfaction from order placement until final payment.
- Collect true feedback and resolve queries diligently.
- Act as a point of contact for complaints and escalate issues to the concerned team.

Competency Requirements:

Skills Needed:

- Excellent communication: soft-spoken, polite, professional (English/Hindi; Gujarati preferred).
- Persuasion, rapport-building, and phone/meeting etiquette.
- Listening, questioning, and proactive problem-solving.
- Consistency, patience, and empathy in follow-ups.
- Tech-savvy: Google Docs, Sheets, Excel, CRM, skilled email/WhatsApp etiquette.

Knowledge Areas:

- Wedding/event planning basics.
- Billing systems, client documentation, and vendor networks.
- Internet research and data collection.

Traits & Self-Image:

- Confident, high-energy, go-getter mindset.
- Honest, persistent, and eager to learn.
- Warm, hospitable, client-friendly approach.
- Passionate about growth and process improvement.

Workflow & Reporting:

- CRE coordinates post-closing with Client Servicing, Production, and Finance.
- Reports directly to Finance (Cost Controller + Accounts) with alignment to Growth Head.
- Top 2 priorities: polite, consistent, documented follow-ups & timely milestone-wise collections.

Salary Range: - 15k to 20k per month (Based on experience, skills, and overall fit.)

Pay: ₹15,000.00 - ₹20,000.00 per month

Experience:

- Customer service: 1 year (Required)

Language:

- Hindi (Required)
- English (Required)
- Gujarati (Required)

Location:

- Dumas, Gujarat (Required)

Work Location: In person

📌 Client Relationship Executive (Dumas)
🏢 Kahani By I2c Events
📍 Dumas