Job Description

Profile:

Client Relationship Executive

Experience:

1-2 years

Salary Range:

Upto15k - 20k per month (depending on experience and skillset)

Role Objective:

The CRE is not the primary client-facing role during closing.Instead, you step in post-closing to ensure smooth payment follow-ups, milestone-wise collections, and timely reporting until all dues are cleared.The role requires consistent coordination with Finance and Client Servicing to ensure transparency and trust at every step.

Key Responsibilities:

Timely Event Updates & Relationship Follow-ups

+ Share structured status updates (weekly, daily during show week, and post-event closure).
+ Draft soft-spoken, trust-building notes with clear next steps and dates.
+ Always close updates with a confirmation line (e.g., "May I mark this as approved/received?").

Payment Collections

+ Ensure milestone-wise payment collection, strictly within timelines.
+ Share invoices/UTRs promptly; maintain a clear audit trail.

Bills & Accuracy

+ Coordinate invoice/bill generation with Accounts.
+ Align with Client Servicing for final deliverables and closing amounts (ensure written approvals).

Records Management

+ Maintain email/WhatsApp summaries and approvals.
+ Avoid verbal-only commitments; always document.

Escalation Handling

+ Proactively flag ageing, disputes, or documentation gaps.
+ Escalate per the defined internal approval/escalation matrix.

Embedded Follow-up SOP (Relationship-First Approach)

Cadence

+ D0: Thank-you & summary
+ D3: Gentle nudge
+ D7: Reminder + offer help
+ D10: Firm, solution-oriented reminder
+ D15: Escalation with full context

Tone:

Soft-spoken, respectful, solution-driven.

Clarity:

Always mention invoice no., amount, due date, next step, and your availability.

Documentation

+ CC Finance + CS on emails.
+ Send WhatsApp summaries if needed.
+ File UTR/screenshot immediately after client's payment.

Reporting To:

Finance Department (Cost Controller + Accounts)

Alignment:

Touch points with Growth Head Coordination with Client Servicing (CS)

Workflow (Clarity):

Client Servicing (CS): Manages client till closing Dream Weaver + Production: Executes event deliverables CRE: Engages post-closing until final payment clearance

Must-Have Skills:

Excellent communication: Soft-spoken, polite, and professional (English/Hindi; Gujarati preferred). Strong Client Relationship Management: Rapport-building, tactful negotiations, expectation-setting. Ownership-driven with strong documentation discipline. Tech-savvy: Comfortable with Google Docs, Sheets, Excel, and professional WhatsApp/email etiquette. Experience: 1-2 years in client coordination/collections (preferably in events, agencies, or finance coordination). Polite, consistent, and well-documented follow-ups.(Must) * Timely payment collections (milestone-wise, as scheduled.(Must)