Client Relationship Executive

Key Responsibilities

Make outbound calls to new and existing clients.

• Attend and respond to incoming client enquiries professionally.
• Explain services, appointment availability, offers, and other relevant information clearly.
• Conduct regular follow-ups with leads and interested clients.
• Convert enquiries and leads into confirmed appointments.
• Schedule, reschedule, confirm, and cancel client appointments when required.
• Send appointment reminders and follow-up messages through calls or WhatsApp.
• Maintain an updated Excel/Google Sheet database containing:
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• Client name and contact details
• Enquiry/service requirement
• Date of enquiry
• Follow-up status
• Appointment date and time
• Appointment status
• Remarks/next follow-up date
• Update client records immediately after calls and conversations.
• Follow up with clients who have missed, cancelled, or not confirmed appointments.
• Coordinate with the internal team regarding appointment schedules and client requirements.
• Maintain professional and courteous communication with every client.
• Provide a daily/weekly update on calls made, leads followed up, appointments booked, and pending follow-ups.
• Ensure that no genuine enquiry or follow-up is missed.
• Skills & RequirementsGood verbal communication skills in English and Hindi. Knowledge of additional local languages is an advantage.
• Comfortable making multiple client calls every day.
• Basic knowledge of Microsoft Excel / Google Sheets.
• Good organisational and follow-up skills.
• Ability to manage appointments and client information accurately.
• Professional, polite, and confident communication style.
• Ability to handle client questions and objections patiently.
• Basic knowledge of WhatsApp and digital communication.
• Previous experience in telecalling, customer service, reception, sales coordination, appointment booking, or client handling is preferred.

Key Performance Indicators Performance will primarily be assessed based on:

• Number and quality of client follow-ups
• Appointment bookings and confirmations
• Conversion of enquiries into appointments
• Accuracy of client data and Excel records
• Timely follow-up of pending leads
• Reduction in missed/unconfirmed appointments
• Professional client communication
• Overall responsiveness and reliability

Preferred CandidateWe are looking for someone who is responsible, organised, confident on calls, disciplined with follow-ups, and comfortable maintaining client records. The person should take ownership of client enquiries from the first interaction until appointment confirmation and subsequent follow-up.