Job Title: Client Relations Executive
Location: Bangalore, India
Department: Finance & Client Relations
Reports To: Senior Executive – Finance & Accounts
Employment Type: Full-Time
Industry: B2B Events / Conferences
About Tradepass LLP:
At Tradepass LLP, we specialize in delivering world-class business events and conferences that connect global leaders and innovators. To support our growing operations, we are looking for a proactive and relationship driven Client Relations Officer to strengthen client engagement and support our Accounts Receivable team.
Role Overview:
The Client Relations Officer will play a crucial role in maintaining healthy client relationships post-deal closure, ensuring timely payment collections and providing a supporting hand to the Accounts Receivable team. This role requires excellent communication skills, a client-focused approach, and the ability to handle sensitive financial discussions professionally.
Key Responsibilities:
Client Relationship Management
- Act as the primary point of contact for clients after deal closure, ensuring smooth onboarding and addressing initial queries.
- Build and nurture long-term relationships with clients to foster trust and repeat business opportunities.
- Maintain a regular communication schedule with clients through calls, emails, and meetings to provide support and updates.
Accounts Receivable Support
- Collaborate closely with the Accounts Receivable team to monitor outstanding payments and follow up with clients for timely collections.
- Proactively communicate payment terms, reminders, and escalate delays where necessary.
- Address client concerns regarding invoices or payment processes and coordinate with internal teams for resolution.
- Maintain an updated record of all client communications and payment commitments.
Reporting & Coordination
- Provide weekly updates on payment statuses, pending collections, and potential risks to the finance team.
- Assist in preparing aging reports and collection forecasts.
- Work cross-functionally with sales, production, and finance teams to ensure seamless client servicing.
Key Skills & Competencies
- Excellent verbal and written communication skills.
- Strong interpersonal skills to manage sensitive client interactions.
- Proficiency in MS Office (especially Excel and Outlook).
- Basic understanding of Accounts Receivable processes and financial terminology.
- Ability to manage multiple client accounts and prioritize tasks effectively.
- Problem-solving attitude with a focus on client satisfaction and company cash flow.
Qualifications & Experience
- Bachelor’s degree in commerce, Business Administration, Finance, or related field.
- 1–3 years of experience in client servicing, account management, or finance support roles (preferably in B2B services or events industry).
- Familiarity with CRM tools or accounting software (Zoho, Tally, etc.) is an advantage
