CRM Executive (B2B Sales)

As a CRM executive, your role involves meeting revenue targets by managing enquiries, generating leads, participating in tenders/RFP/RFQ, managing client relationships, ensuring necessary communication and follow-up for surveillance and recertification audits, and providing support, coordination, and assistance to other employees. **Key Responsibilities:** - Attend to enquiries received through phone calls, social media, text messages, or email. Reply with basic information about the company and request that the potential client fill out an online application form. - Coordinate with the manager to generate a proposal upon receipt of the online application form and send it to the potential client. - Update the CRM software Effivity in real time. - Follow up with potential clients to schedule online meetings and participate in the meetings. Attend on-site meetings if required. - Regularly follow up to close deals and update proposals with proper version control based on client feedback. - Prepare necessary submissions for RFP/RFQ/Vendor accreditation requirements. - Generate invoices and issue receipts as per manager's instructions. - Update monthly business summary report on the 1st of each month. - Work on lead generation strategies and convert leads into prospects. - Send communication to clients for upcoming annual surveillance or re-certification audits. - Update surveillance/recertification performance report each month. - Ensure effective coordination with internal/external stakeholders for timely certificate delivery to clients. - Update the database of all clients at the end of each month. - Establish and maintain ongoing relationships with clients and their employees by acknowledging special days, festivals, etc. - Perform other tasks assigned by the manager to support sales, business development, and customer relationship functions. **Qualifications Required:** - Bachelor's degree required. - 2 years of experience in B2B sales required. Please note that this position is full-time, permanent, and open to freshers. The work location is in person with day and morning shifts.,