Client Relationship Executive

Role 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

3. Documentation & Reporting

4. Escalation & Follow-up

5. Client Servicing & After-Sales Support

Competency Requirements :

Skills Needed :

Knowledge Areas :

Traits & Self-Image :

Workflow & Reporting :

Salary :