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Insta Group - Account Manager

Insta Group - Account Manager

insta groupMumbai, India
15 days ago
Job description

Lead Management & Research :

  • Work on incoming leads by conducting thorough research on client companies, their industry presence, past exhibitions, and ongoing marketing activities.
  • Identify key decision-makers, business needs, and event participation history to tailor outreach strategies.
  • Support the Account Executive (AE) in setting up introductory and follow-up meetings with potential clients.
  • Maintain lead data and communication records in CRM tools (e.g., HubSpot, Zoho, Salesforce).

2. Account Nurturing & Client Engagement

  • Maintain a calendar of upcoming events, exhibitions, and marketing opportunities for existing customers.
  • Proactively reach out to clients ahead of major events to understand their next project brief and potential requirements.
  • Strengthen relationships by maintaining consistent and professional communication with clients.
  • 3. Project Coordination & Follow-up

  • Regularly follow up on projects where designs and commercial offers have been submitted to ensure timely client feedback.
  • Coordinate revisions or modifications requested by clients with internal design, operations, and costing teams.
  • Track project progress and ensure timely delivery of proposals, presentations, and updates.
  • 4. Client Experience & Communication

  • Create a seamless and pleasant client experience through proactive communication, transparency, and timely response to inquiries or concerns.
  • Act as a liaison between clients and internal teams (design, production, finance, logistics, etc.) to ensure smooth execution.
  • Prepare detailed meeting notes or minutes of meetings (MoMs) for all client interactions and share with relevant internal stakeholders.
  • Schedule, coordinate, and facilitate client review meetings, presentations, and debrief sessions.
  • 5. Reporting & Administration

  • Maintain accurate and up-to-date records of client interactions, proposals, and project milestones.
  • Prepare weekly reports on client follow-ups, pipeline status, and event / project updates for management review.
  • Support in preparing pitch decks, client presentations, and case studi
  • (ref : iimjobs.com)

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    Account Manager • Mumbai, India

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