Client Relationship Manager-Event-Surat-2.4 LPA

Profile:Client Relationship Manager-Event-Surat-2.4 LPA

Experience:1-2years

Salary Range:15k - 20k per month

Role Objective:

The Client Relationship Manager (CRM) is responsible for managing post-closing client coordination ensuring milestone-wise payment collections timely reporting and smooth communication between clients finance and internal teams. The role focuses on building trust and maintaining long-term relationships through systematic follow-ups and documentation.

Key Responsibilities:

1. Client Communication & Relationship Management

Source and maintain accurate client and vendor contact details.

Call clients regularly to share updates gather feedback and maintain strong relationships.

Send personalized greetings for birthdays anniversaries etc. to nurture rapport.

Participate in daily CRM review sessions with stakeholders.

Resolve client queries promptly and professionally.

2. Payment Collection & Billing Coordination

Ensure milestone-wise payment collection within timelines.

Share invoices and UTRs promptly and maintain a clear audit trail.

Coordinate invoice/bill generation with Accounts.

Confirm final deliverables and amounts with Client Servicing before billing.

3. Documentation & Reporting

Record all interactions approvals and updates in CRM and email/WhatsApp summaries.

Maintain structured data templates for smooth coordination across departments.

Avoid verbal-only updates; ensure all communication is documented.

CC Finance and Client Servicing on all payment-related emails.

4. Escalation & Follow-up

Follow embedded SOP for payment follow-ups:

5. Client Servicing & After-Sales Support

Ensure client satisfaction from order placement until final payment.

Collect true feedback and resolve queries diligently.

Act as a point of contact for complaints and escalate issues to the concerned team.

Competency Requirements:

Skills Needed:

Excellent communication: soft-spoken polite professional (English/Hindi; Gujarati preferred).

Persuasion rapport-building and phone/meeting etiquette.

Listening questioning and proactive problem-solving.

Consistency patience and empathy in follow-ups.

Tech-savvy: Google Docs Sheets Excel CRM professional email/WhatsApp etiquette.

Knowledge Areas:

Wedding/event planning basics.

Billing systems client documentation and vendor networks.

Internet research and data collection.

Traits & Self-Image:

Confident high-energy go-getter mindset.

Honest persistent and eager to learn.

Warm hospitable client-friendly approach.

Passionate about growth and process improvement.

Workflow & Reporting:

CRM coordinates post-closing with Client Servicing Production and Finance.

Top 2 priorities: polite consistent documented follow-ups & timely milestone-wise collections.

Required Skills:

Client relationship managementDocumentation disciplineTech-savvy operationsTask follow-upClient communicationRelationship managementBilling coordinationClient ServicesDocumentationCRM Software