Client Relationship Executive - Finance
About This Role
We are seeking an experienced and professional Client Relationship Executive (CRE) to join our company based in Deira, Dubai. The ideal candidate should have strong experience in Accounting & Bookkeeping Services, HR Consultancy, and Financial Reporting Consultancy. The candidate must possess excellent communication, client management, and business development skills to expand the company’s client portfolio and maintain long-term business relationships.
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
Work Location: In person
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