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We are seeking a Client Relationship Executive who is well-spoken, relationship-driven, and thrives in a high-touch service environment. The ideal candidate has a proven track record in client handling, relationship management, and internal coordination.
This role requires someone who can seamlessly manage client journeys while acting as the vital link between clients and our internal team
Key Responsibilities:
Client Relationship Building
· Welcome and guide new clients through their onboarding journey.
· Build long-term, meaningful relationships rooted in trust, care, and consistency.
· Understand individual client goals.
Team Coordination & Service Integration
· Collaborate closely with internal teams to deliver a unified client experience.
· Coordinate with internal team to ensure client expectations.
· Ensure timely updates, work alignment, and seamless execution across departments.
· Act as the central coordinator between client expectations and team delivery .
· Translate client feedback, concerns, and progress updates clearly to the relevant internal
experts.
Client Retention, Upselling & Experience Management
· Maintain high engagement and satisfaction by staying proactive, empathetic, and
solution-oriented.
· Identify opportunities to recommend additional services based on client goals and work
progress.
· Support client success metrics including retention, renewals, referrals, and overall
satisfaction.
Operational Execution
· Keep client records organized.
· Track PO & WO, manage follow-ups, and resolve service gaps promptly.
· Maintain accurate documentation of client interactions, concerns, feedback, and progress updates.
· Support continuous improvement by sharing insights from client interactions with leadership and
internal teams.
· Ensure smooth communication across Mail, WhatsApp, Google Workspace and other internal systems.
Referrals & Advocacy
· Inspire referrals through exceptional relationship management.
· Encourage satisfied clients to share testimonials, reviews, and success stories.
Requirements
· 2+ years of experience in client-facing roles with a focus on relationship management.
· Any Bachelor's degree .
· Fluent in English and Hindi.
· Ability to communicate in a simple and client-friendly manner.
· Highly organized, reliable, and proactive with strong follow-up skills .
Key Performance Indicators (KPIs)
· Customer satisfaction and service quality.
· Number of pending and overdue customer complaints.
· Customer follow-up effectiveness.
· Escalation management.
· Accuracy and timeliness of customer service reports.
· Process improvement and reduction of recurring customer complaints.
Job ID: 153845425
Skills:
google sheets , Ms Excel, Legal Documentation, customer coordination, CRM Tools, loan disbursement, property registration, Home Loans
Skills:
google sheets , Power Bi, Excel, Push, GA4, Sms, CleverTap, Email, WhatsApp, MoEngage