Client Relationship Executive

The Customer Relationship Executive (CRE) is responsible for building strong client relationships, managing communication across multiple channels, and ensuring a seamless customer experience. The role demands excellent oratory skills, presentation abilities, multilingual communication, and proficiency in tele-appointment coordination and video conferencing.

• Key ResponsibilitiesClient Communication & Relationship Management
• Maintain strong, long-term relationships with customers through consistent engagement.
• Understand customer needs and provide timely solutions.
• Handle customer queries, escalations, and follow-ups with professionalism.

• Oratory & Presentation
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• Deliver clear, confident presentations during client meetings, webinars, and demos.
• Communicate product/service value propositions effectively.
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• Tele-Appointment & Coordination
• Schedule and manage tele-calls, follow-ups, and appointment calendars.
• Coordinate video conferences between clients and internal teams.

• Video Conferencing & Digital Interaction
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• Host and manage virtual meetings using platforms like Zoom, Google Meet, Teams.
• Ensure smooth communication flow and meeting documentation.
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• CRM, Accounts & Reporting
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• Update customer interactions in CRM tools (Zoho, HubSpot, Salesforce).
• Prepare weekly/monthly reports on customer engagement and feedback.
• Required Skills & CompetenciesStrong Oratory Skills – Clear, confident, persuasive communication.
• Presentation Skills – Ability to present ideas, products, and solutions effectively.
• Tele-Appointment Handling – Professional phone etiquette and scheduling discipline.
• Video Conferencing Skills – Comfortable managing virtual meetings.
• Customer Relationship Management – Empathy, patience, and problem-solving.
• Multilingual Proficiency
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• English – Strong command
• Kannada – Fluent
• Tamil – Fluent
• Telugu – Fluent
• Hindi – Fluent
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• Educational QualificationBachelor’s degree in Business Administration, Marketing, Communication, or related fields.
• Experience1–4 years of experience in customer relationship roles, tele-calling, client servicing, or CRM operations.
• Personal AttributesPositive attitude and customer-first mindset
• Professional grooming and communication etiquette
• Ability to handle pressure and multitask
• Quick learner with adaptability to digital tools
• Performance IndicatorsCustomer satisfaction scores
• Appointment conversion rate
• Response time and follow-up efficiency
• CRM accuracy and reporting quality