: Client Relationship Executive

Department: Client Relationship / Sales & Customer Service

Designation: Client Relationship Executive

Reporting To: Relationship Manager / Team Leader / Sales Manager

Employment Type: Full-Time

Location: Kolkata, Salt Lake , Sector - V

1. Job Purpose

The Client Relationship Executive will be responsible for maintaining and strengthening relationships with existing and prospective clients, understanding their requirements, providing timely assistance, coordinating with internal teams, and ensuring a high level of client satisfaction. The incumbent will act as an important point of contact between the Company and its clients and will contribute towards client retention, business development, service quality, and achievement of organizational objectives.
1. Key Responsibilities

Client Relationship Management

- Maintain regular communication with existing and prospective clients.
- Develop and maintain strong, professional, and long-term relationships with clients.
- Understand client requirements, expectations, and concerns and ensure appropriate resolution.
- Act as the primary point of contact for assigned clients.
- Conduct regular follow-ups with clients regarding services, requests, documentation, payments, and other matters.
- Ensure that clients receive timely and accurate information.

Client Servicing & Support

- Respond promptly and professionally to client queries through telephone, email, meetings, or other approved communication channels.
- Understand client issues and coordinate with relevant internal departments for resolution.
- Track pending client requests and ensure timely closure.
- Keep clients informed about the status of their requests or concerns.
- Handle complaints professionally and escalate critical matters to the reporting manager wherever required.
- Maintain a high standard of client service and professionalism.

Business Development

- Identify potential business opportunities from existing and prospective clients.
- Understand client requirements and communicate relevant Company products/services.
- Support the Sales Team in generating new business opportunities.
- Identify opportunities for cross-selling and up-selling wherever applicable.
- Assist in client meetings, presentations, follow-ups, and business proposals as required.
- Support the Company in achieving assigned business and revenue objectives.

Client Retention

- Maintain regular engagement with existing clients to strengthen relationships and improve retention.
- Monitor client satisfaction and identify potential issues that may affect the business relationship.
- Proactively address client concerns and coordinate internally for timely resolution.
- Gather client feedback and communicate relevant observations to the Management.





Documentation & Reporting

- Maintain updated records of client interactions, meetings, communications, complaints, requests, and follow-ups.
- Update client information in the Company's CRM or other prescribed systems.
- Prepare and submit daily, weekly, and monthly reports as required.
- Maintain proper documentation relating to assigned clients.
- Ensure confidentiality of client information and Company data.

1. Key Result Areas (KRAs)

The employee's performance will primarily be evaluated on:
- Client satisfaction and service quality.
- Client retention and relationship management.
- Timely resolution of client queries and complaints.
- Response time and follow-up effectiveness.
- Achievement of assigned business development targets, wherever applicable.
- Generation of leads and business opportunities.
- Cross-selling and up-selling performance, wherever applicable.
- Accuracy and timely updating of client records/CRM.
- Quality and timeliness of reporting.
- Compliance with Company policies and processes.

1. Performance Parameters

The Company may prescribe specific performance parameters from time to time based on business requirements. These may include:
- Number of client interactions/follow-ups.
- Client retention rate.
- Customer satisfaction levels.
- Query/complaint resolution time.
- Lead generation and conversion.
- Revenue/business generated from assigned clients.
- Client meeting and engagement targets.
- CRM/data accuracy.
- Timeliness of reporting and follow-up.

Performance parameters may be revised by the Management based on business requirements and organizational objectives.
1. Required Skills & Competencies

- Excellent verbal communication skills in Bengali, Hindi & English and written communication in English.
- Strong interpersonal and relationship-building skills.
- Good customer service and client-handling abilities.
- Strong follow-up and coordination skills.
- Good negotiation and persuasion skills.
- Ability to understand and respond to client requirements.
- Strong problem-solving and conflict-resolution abilities.
- Professional telephone and email etiquette.
- Good time-management and organizational skills.
- Ability to handle multiple clients and priorities simultaneously.
- Basic knowledge of MS Office, CRM, email, and internet applications.
- Ability to work independently as well as in a team.
- Positive, proactive,



and customer-oriented approach.

1. Educational Qualification

- Minimum Graduate from a recognized university/institution.
- Candidates with qualifications in Business Administration, Marketing, Commerce, Management, or related fields will be preferred.

1. Experience

- 0–1 years of experience in client relationship management, customer service, sales, business development, account management, or a related field.
- Candidates with relevant experience in handling corporate clients will be preferred.
- Candidates with strong communication and interpersonal skills may be considered based on their overall suitability.

1. Salary & Incentives

- Salary will be determined based on the candidate's qualifications, relevant experience, skills, and suitability for the position.
- Performance-based incentives may be applicable in accordance with the Company's prevailing incentive policy.
- Where applicable, incentives shall be linked to achievement of prescribed business and performance targets.

1. Working Hours

The employee shall work according to the Company's prescribed working hours and business requirements. The employee may be required to attend client meetings, make business visits, or work beyond normal working hours whenever reasonably required for client servicing or business requirements, subject to applicable Company policy and law.
1. Probation

The selected candidate may be placed on probation for a period as specified in the offer letter. During the probationary period, the employee's performance, client-handling ability, communication skills, conduct, attendance, productivity, and achievement of assigned KRAs may be reviewed by the Management.

Confirmation of employment shall be subject to satisfactory performance and fulfillment of the Company's applicable policies and requirements.

1. Reporting Structure

The Client Relationship Executive shall report to the Relationship Manager / Team Leader / Sales Manager or such other person as may be designated by the Management from time to time.

1. General Responsibilities

The employee shall:
- Maintain skilled conduct and discipline at all times.
- Follow all Company policies, procedures, processes, and instructions.
- Maintain confidentiality of client and Company information.
- Protect the Company's business interests and client relationships.
- Ensure appropriate and professional communication with clients.
- Maintain proper records and documentation.
- Coordinate effectively with internal departments.
- Use Company resources responsibly.
- Undertake additional responsibilities reasonably assigned by the Management from time to time.

Pay: ₹10,000.00 - ₹12,000.00 per month

Benefits

- Paid sick time
- Paid time off

Work Location: In person

📌 Client Relationship Executive (Kolkata)
🏢 Welcon Financials- Jorhat
📍 Kolkata