CRM Executive

Role Summary:

We are hiring a Junior CRM Executive who will handle client interactions and maintain client databases using Excel . The role requires intermediate-level Excel proficiency to manage data, generate reports, and maintain accuracy in tracking leads, client status, and communication history.

Key Responsibilities:

· Handle daily client communication via calls, WhatsApp, or emails.

· Maintain and update client records in Excel-based trackers.

· Use Excel to:

o Create client follow-up dashboards

o Apply filters, VLOOKUP, HLOOKUP, IF statements

o Use Pivot Tables and conditional formatting for reporting

· Ensure 100% accuracy in data entry and timely updates.

· Monitor client journey and escalate issues when needed.

· Prepare basic performance and follow-up reports for internal teams.

· Coordinate internally for lead closure and service delivery tracking.

Required Skills:

· Proficiency in Excel (Intermediate level):

o VLOOKUP / XLOOKUP

o Pivot Tables

o IF statements

o Conditional Formatting

o Basic Charting & Sorting

· Strong communication skills to manage clients confidently.

· Detail-oriented approach with accountability for timelines.

· Language flexibility – clear communication is more important than language fluency.

· Self-motivated and able to manage repetitive tasks with efficiency.

Preferred Qualifications:

· Graduate in any discipline.

· 0–2 years of experience in client coordination / CRM / data handling.

· Interns or freshers with strong Excel knowledge and communication skills can apply.

Job Types: Full-time, Permanent

Pay: ₹11,187.71 - ₹22,000.00 per month

Work Location: In person