Client Relationship Executive

Job Description: Customer Relationship Executive (CRE)Location: Hubli, Karnataka

Department: Customer Relations & Operations

Employment Type: Full-Time

Reporting To: Branch Manager / Operations Head

About the Role

We are looking for a proactive and customer-focused Customer Relationship Executive (CRE) to manage customer interactions, tele-calling activities, appointment scheduling, back-office administration, and operational coordination. The ideal candidate should possess excellent communication skills, strong organizational abilities, and a customer-centric attitude to ensure seamless customer experience and efficient branch operations.

• Key Responsibilities1. Customer Relationship ManagementServe as the primary point of contact for customers.
• Build and maintain strong customer relationships.
• Handle customer inquiries, complaints, and service requests professionally.
• Ensure timely follow-up and resolution of customer concerns.
• Maintain high customer satisfaction levels and retention.

• 2. Tele-Calling & Lead Follow-UpMake outbound calls to prospective and existing customers.
• Follow up on inquiries, leads, and service requests.
• Generate and nurture customer interest through professional communication.
• Maintain daily call records and customer interaction logs.
• Achieve tele-calling and appointment conversion targets.

• 3. Appointment Fixing & CoordinationSchedule appointments for customers with consultants, sales teams, or service personnel.
• Confirm appointments through calls, messages, and emails.
• Coordinate appointment calendars and daily schedules.
• Send reminders and ensure customer attendance.
• Reschedule appointments when necessary and maintain updated records.

• 4. Back Office AdministrationMaintain customer databases and CRM records.
• Prepare daily, weekly, and monthly MIS reports.
• Handle data entry, filing, documentation, and record management.
• Process customer forms, applications, and service requests.
• Ensure accuracy and confidentiality of all customer information.

• 5. Operations Management SupportCoordinate with internal departments to ensure smooth service delivery.
• Track operational activities and customer service processes.
• Assist in billing, payment follow-ups, and documentation management.
• Monitor service timelines and operational efficiency.
• Support branch administration and day-to-day operations.

• 6. Customer Follow-Up & RetentionConduct regular post-service follow-ups.
• Collect customer feedback and identify improvement opportunities.
• Ensure repeat business and customer referrals.
• Support customer engagement and retention initiatives.
• Required QualificationsGraduate in any discipline (B.Com, BBA, BA, BBM, or equivalent preferred).
• 1-3 years of experience in Customer Service, Tele-Calling, Front Office, Administration, or Operations.
• Freshers with excellent communication skills may also apply.
• Skills RequiredTechnical SkillsMS Office (Excel, Word, Outlook)
• CRM Software knowledge
• Data entry and MIS reporting
• Documentation and record management
• Soft SkillsExcellent communication skills in Kannada, English, and Hindi
• Strong interpersonal and customer handling abilities
• Good telephone etiquette
• Organizational and multitasking skills
• Problem-solving mindset
• Attention to detail
• Time management and coordination skills
• Key Performance Indicators (KPIs)Number of customer calls handled daily
• Appointment booking and conversion rate
• Customer satisfaction score
• Response and resolution time
• Data accuracy and reporting quality
• Customer retention and follow-up effectiveness
• Operational efficiency and coordination
• Preferred Candidate ProfilePleasant personality with a customer-first approach.
• Ability to work under pressure and meet targets.
• Strong coordination and administrative skills.
• Familiarity with Hubli-Dharwad market and local language communication.
• Ability to manage both front-end customer interactions and back-office operations effectively