Key Responsibilities

Make outbound calls to current and existing clients.

- Attend and respond to incoming client enquiries professionally.
- Explain services, appointment availability, offers, and other relevant information clearly.
- Conduct regular follow-ups with leads and interested clients.
- Convert enquiries and leads into confirmed appointments.
- Schedule, reschedule, confirm, and cancel client appointments when required.
- Send appointment reminders and follow-up messages through calls or WhatsApp.
- Maintain an updated Excel/Google Sheet database containing:
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- Client name and contact details
- Enquiry/service requirement
- Date of enquiry
- Follow-up status
- Appointment date and time
- Appointment status
- Remarks/next follow-up date
- Update client records immediately after calls and conversations.
- Follow up with clients who have missed, cancelled, or not confirmed appointments.
- Coordinate with the internal team regarding appointment schedules and client requirements.
- Maintain professional and courteous communication with every client.
- Provide a daily/weekly update on calls made, leads followed up, appointments booked, and pending follow-ups.
- Ensure that no genuine enquiry or follow-up is missed.
- Skills & RequirementsGood verbal communication skills in English and Hindi. Knowledge of additional local languages is an advantage.




- Comfortable making multiple client calls every day.
- Basic knowledge of Microsoft Excel / Google Sheets.
- Good organisational and follow-up skills.
- Ability to manage appointments and client information accurately.
- Professional, polite, and confident communication style.
- Ability to handle client questions and objections patiently.
- Basic knowledge of WhatsApp and digital communication.
- Previous experience in telecalling, customer service, reception, sales coordination, appointment booking, or client handling is preferred.

Key Performance Indicators Performance will primarily be assessed based on:

- Number and quality of client follow-ups
- Appointment bookings and confirmations
- Conversion of enquiries into appointments
- Accuracy of client data and Excel records
- Timely follow-up of pending leads
- Reduction in missed/unconfirmed appointments
- Professional client communication
- Overall responsiveness and reliability

Preferred CandidateWe are looking for someone who is responsible, organised, confident on calls, disciplined with follow-ups, and comfortable maintaining client records. The person should take ownership of client enquiries from the first interaction until appointment confirmation and subsequent follow-up.

📌 Client Relationship Executive (Mumbai)
🏢 GV Enterprises
📍 Mumbai