Client Service Executive

Vatsalkumar Maganlal Marvaniya; Rajkot; On-site; INR 300,000 - 420,000; Full time

Job description

Role & responsibilities

To respond to client enquiries and manage the initial engagement process professionally and promptly.

To understand client requirements, preferences, budgets, and event expectations through calls, meetings, and discussions.

To coordinate with internal teams such as Decor, Entertainment, and Design for proposal inputs and concept development.

To prepare and share proposals, presentations, references, and options with clients in a timely manner.

To schedule and coordinate client meetings, presentations, and site visits as required.

To maintain regular follow-ups with prospects and guide them through the decision-making process.

To address client queries and coordinate internally to provide timely and accurate responses.

To support commercial discussions and assist in closing deals as per company guidelines.

To ensure complete and accurate handover of confirmed projects to the operations teams.

To maintain updated records of enquiries, follow-ups, proposals, and conversion status in the CRM or tracking system.

To build strong relationships with clients and ensure a smooth and positive experience during the sales process.

To support clients after onboarding by coordinating requirements related to invitations, stationery, guest management, and associated agencies.

To share relevant formats, templates, and planning documents such as event flow charts, guest list formats, and other client-facing planning tools.

To identify and share suitable invitation, stationery, and related agency options based on client preferences and project requirements.

To coordinate discussions between clients and shortlisted agencies whenever required.

To collect agency details, proposals, timelines, and deliverables for evaluation and approval.

To assess agency suitability against client expectations and coordinate internal reviews wherever necessary.

To facilitate agency onboarding and ensure all relevant information, requirements, and communication are shared with the concerned stakeholders.

To act as a coordination bridge between clients, agencies, and internal teams to ensure smooth planning and timely execution of deliverables.

To maintain confidentiality of company and client-related information.

To act according to company HR policies, rules, and regulations.