CRM Executive

We are looking for a highly motivated and organized CRM Executive to join our dynamic team. The ideal candidate will be responsible for ensuring smooth order processing, maintaining customer relationships, and managing various administrative tasks related to customer orders. This role will require collaboration with various departments to ensure the seamless flow of information and timely resolution of customer inquiries and issues.

Key Responsibilities:

• Proforma Invoice Management:
• Prepare Proforma Invoices (PIs) for customer orders and update the Order Booking Form upon confirmation via Purchase Order (PO) or signed Proforma Invoice (PI).
• Order Booking Form Updates:
• Regularly update the Booking Form in the Field Management System (FMS) to ensure accurate and up-to-date order tracking.
• Document Management:
• Upload Proforma Invoices (PIs), Purchase Orders (POs), and Consignee Invoices into the Document Data Management System (DDMS) in compliance with internal processes.
• Customer Database Maintenance:
• Maintain and update the Customer Database Sheet by adding new client information and making necessary edits to existing client data as required.
• FMS D2P Sheet Updates:
• Ensure the FMS D2P (Delivery to Payment) sheet is updated with relevant details, such as the Telex date and payment terms for each customer order.
• Debit Note Creation:
• Generate and issue customer debit notes as necessary, ensuring they adhere to company guidelines and policies.

• Customer Complaint & Grievance Resolution:
• Address customer complaints and grievances promptly and effectively, ensuring high levels of customer satisfaction and resolving issues in a timely manner.

Skills and Qualifications:

• Educational Qualification: Bachelor’s degree
• Experience: Proven experience in a CRM or customer service-related role, preferably in an industrial or manufacturing environment.
• Technical Skills:
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
• Experience with CRM software and other internal systems like FMS, DDMS.
• Communication Skills: Excellent written and verbal communication skills to interact with clients and internal teams.
• Attention to Detail: Strong attention to detail with the ability to manage multiple tasks simultaneously.
• Problem-Solving Abilities: Ability to quickly resolve customer complaints and operational challenges with a solution-oriented approach.

Job Type: Full-time

Pay: ₹30,000.00 per month

Application Question(s):

• Do you have experience with CRM Software?

Education:

• Bachelor's (Required)

Experience:

• Customer service: 2 years (Required)

Work Location: In person