CRM Executive

Job Responsibility

Key responsibilities:

1. Patient interaction and building relationship

• Serve as the first point of contact for all patient and consultation inquiries through calls, WhatsApp,or digital channels
• Handle inbound and outbound communications with empathy, clarity, and accuracy
• Counsel patients regarding services, doctors’ availability, procedures, and admission formalities
• Ensure high-quality interactions that build patient trust and satisfaction

2. CRM management

• Operate and update the Hospital CRM system daily to track inquiries, leads, and follow-ups
• Monitor and ensure timely movement of leads from inquiry to consultation or admission
• Generate daily and weekly CRM analytics reports on lead status, conversion ratios, and follow-up performance
•  Identify patterns in lead behaviour and recommend process improvements to management

3. Coordination

• Collaborate with departments such as OPD, Diagnostics, and Billing to ensure smooth patient scheduling and coordination
• Share key patient insights and communication trends with supervisors to enhance operational efficiency

4. Documentation

• Maintain structured call logs, lead dashboards, and communication summaries
• Prepare MIS reports on call performance, conversion trends, and customer engagement metrics
• Maintain confidentiality and data protection standards while handling patient information

Desired qualifications and experience:

• Graduate in any discipline, preferably with specialization in Sales, Marketing, or Communication
• 1–3 years of experience in CRM tool, lead management, tele sales/ tele calling
• Strong understanding of CRM tools, lead funnel management, and reporting dashboards
• Fluency in English and Hindi; proficiency in other languages will be an asset
• Proficient in MS Excel, Word, and basic data reporting formats

Job Type: Full-time

Pay: ₹11,819.16 - ₹30,560.51 per month

Work Location: In person