Client Relationship Executive - Finance

Overview

Key Responsibilities

• Conduct market research to identify new business opportunities and evaluate client requirements.
• Develop and maintain strong relationships with corporate clients and business owners.
• Actively generate new business opportunities through cold calling, networking, referrals, and social media platforms.
• Arrange meetings with prospective clients to understand their accounting, HR, and financial consultancy needs.
• Present company services professionally, including accounting, bookkeeping, VAT services, payroll, HR consultancy, and financial reporting solutions.
• Prepare proposals, quotations, and service presentations for clients.
• Follow up with leads and negotiate contracts to successfully close deals.
• Maintain regular communication with clients to ensure high customer satisfaction and retention.
• Prepare periodic sales and client activity reports for management review.
• Coordinate with internal departments to ensure timely service delivery.
• Attend business events, exhibitions, and networking meetings on behalf of the company.
• Handle client concerns and complaints professionally and escalate when necessary.
• Maintain accurate client records and sales activities using CRM software or company systems.

Requirements & Skills

• Proven experience as a **Client Relationship Executive**, **Sales Executive**, or similar role in consultancy or professional services.
• Experience in **Accounting & Bookkeeping Services, HR Consultancy, or Financial Consultancy** is highly preferred.
• Strong understanding of business consultancy services and corporate client handling.
• Excellent communication and negotiation skills.
• Proficiency in English (Arabic is an added advantage).
• Good knowledge of MS Office applications.
• Hands-on experience with CRM software is a plus.
• Strong presentation, interpersonal, and relationship-building skills.
• Self-motivated, target-driven, and capable of working independently.
• Ability to achieve sales targets and contribute to company growth.
• Pay: From AED1.00 per hour