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