CRM Executive

- Strong interpersonal skills for collaboration with internal and external stakeholdersJob Summary:

The Customer Relationship Executive will be responsible for maintaining strong relationships with clients by

ensuring timely communication, payment follow-ups, order tracking, and complaint resolution. The role

involves coordination with internal departments (SC/GSC) and external clients to ensure customer

satisfaction and operational efficiency.

Key Responsibilities:

Payment & Accounts Coordination

- Update the company payment portal regularly.

- Make payment follow-up calls to Business Managers (BMs) and clients.

- Coordinate with seniors (e.g., Akash Sir) for payment updates (S30 review).

- Share ageing reports and payment projection sheets with clients.

- Maintain and share ledgers and LR invoicing details with clients.

Order & Material Tracking

- Maintain the Order Pendency and O2D sheets.

- Follow up on material dispatches and update clients on commit

Handle return material queries and provide timely resolution.

Data Management & Reporting

- Maintain CN/CD sheet and complaint tracker logs.

- Update master data and discount policies.

- Share ARMD stock reports and item-wise sales analysis (party-wise).

- Submit detailed reports and trackers to management and clients.

Client Engagement & Communication

- Send welcome emails to new clients and share relevant company policies.

- Maintain a client birthday reminder sheet and manage greetings.

- Ensure all client requirements are recorded and forwarded to the concerned team (SC/GSC) via a common

Google Sheet.

- Fulfill and follow up on client samples and other specific requirements.

Skills & Qualifications:

- Bachelor's degree in Business, Commerce, or related field.

- 1-3 years of experience in client servicing, sales coordination, or account management.

- Proficient in MS Excel, Google Sheets, and CRM/ERP software.

- Strong verbal and written communication skills.

- Attention to detail and excellent follow-up ability.

- Customer-centric approach with strong problem-solving skills.

Preferred Traits:

- Organized, proactive, and able to handle multiple tasks.

- Strong interpersonal skills for collaboration with internal and external stakeholders

Job Type: Full-time

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits:

• Cell phone reimbursement
• Health insurance
• Life insurance
• Provident Fund

Schedule:

• Day shift

Ability to commute/relocate:

• New Delhi, Delhi: Reliably commute or planning to relocate before starting work (Preferred)

Education:

• Secondary(10th Pass) (Preferred)

Work Location: In person