Sales Customer Relationship Executive

Job Description

Designation: Client Relationship Executive (CRE)

Department: Client Relationship / Corporate Leasing
Location: Surat
Reporting To: Client Relationship Manager

Job Summary

The Client Relationship Executive (CRE) will be responsible for managing and maintaining relationships with corporate clients and national brands by understanding their commercial real estate requirements, ensuring timely communication, maintaining accurate CRM records, and coordinating with internal teams to provide suitable property solutions. The role requires excellent communication, coordination, and organizational skills to deliver a seamless client experience throughout the leasing process.

Key Responsibilities

Client Relationship Management

• Build and maintain professional relationships with corporate clients, retail brands, and expansion teams.

• Act as the primary point of contact for assigned clients.

• Ensure timely follow-ups and maintain regular communication through calls, emails, and virtual meetings.

• Develop long-term relationships to encourage repeat business and future expansion opportunities.

Requirement Gathering & Coordination

• Understand clients' business objectives and commercial property requirements.

• Gather complete details regarding location preference, area requirements, budget, frontage, parking, possession timeline, and other business-specific needs.

• Prepare detailed requirement briefs and communicate them to the Property Management and Business Development teams.

• Ensure all client requirements are clearly understood before initiating the property search process.

3. CRM Management

• Maintain accurate and up-to-date client records in the CRM system.

• Record all client interactions, follow-ups, meetings, property options shared, site visits, feedback, and deal progress.

• Ensure CRM is updated on a daily basis with complete and accurate information.

• Generate reports and maintain proper documentation for management review.

4. Property Coordination

• Coordinate with Property Managers and Field Executives to identify suitable commercial properties.

• Share shortlisted property options with clients based on their requirements.

• Arrange and coordinate property presentations and site visits.

• Collect client feedback and communicate it to the respective teams for further action.

5. Client Communication

• Provide timely updates to clients regarding property availability and progress.

• Respond promptly to client queries and maintain a high standard of professional communication.

• Ensure smooth coordination between clients and internal departments throughout the transaction process.

6. Reporting & Documentation

• Prepare daily, weekly, and monthly activity reports.

• Maintain records of client requirements, property proposals, meetings, and follow-up status.

• Assist in preparing client presentations, property proposals, and other business-related documents whenever required.

Qualifications

• Bachelor's Degree in Business Administration, Commerce, Marketing, or any related field.

Experience

• 1–3 years of experience in Client Relationship Management, Customer Service, B2B Sales Coordination, or Commercial Real Estate.

• Freshers with excellent communication and coordination skills may also apply.

Required Skills

• Excellent verbal and written communication.

• Strong interpersonal and relationship management skills.

• Customer-centric approach.

• Excellent follow-up and coordination abilities.

• Strong organizational and time management skills.

• Attention to detail.

• Proficiency in Microsoft Excel, Word, and CRM software.

• Ability to work in a fast-paced environment.

• It is a Full Time Sales / Business Development job for candidates with 1 - 3 years of experience.