CRM Executive

Job Description

CRM Executive * Job Description: We are seeking a dynamic and detail-oriented Operations & CRM Executive to join our growing team. The ideal candidate will play a key role in supporting our business operations, CRM management, procurement, sales coordination, government documentation, and social media handling. This role requires excellent communication, coordination, and multitasking skills, along with a strong sense of ownership and problem-solving ability. * Job Responsibilities: 1. Lead Management & CRM Operations * Maintain clients and leads data in Excel Sheets and Zoho CRM. * Regular follow-up with leads for sales conversion. * Create and send brochures, product media, and marketing materials to new leads. * Prepare and send quotations to clients using Excel or Zoho CRM. * Manage sales orders and coordinate with the production team for upcoming deliveries. 2. Operations & Documentation * Maintain and organize company data on the PC, OneDrive, Zoho CRM, and physical files. * Perform administrative tasks, including creating letterheads, documents, and official communication. * Generate sales orders for the production team. * Plan and track order deliveries and update clients and internal teams accordingly. * Collect pending payments from clients and maintain payment records. 3. Tender Management & Government Schemes * Search, review, and participate in tenders on GeM, DPPP, and CPPP portals. * Handle documentation for tender participation and ensure timely updates. * Research and apply for relevant government startup schemes and initiatives. 4. Procurement & Vendor Coordination * Search and identify suitable vendors for material purchases. * Manage procurement process, including placing orders and ensuring timely delivery. 5. Technology & CRM Setup * Assist in the setup and optimization of Zoho One applications for business functions. * Coordinate with website developers for content updates and website maintenance. 6. Marketing & Social Media * Create and post visual content (photos/videos) for social media platforms. * Design presentations, brochures, and marketing letters for various campaigns. 7. Intellectual Property & Legal Filing * Apply for Intellectual Property Rights including trademark, patent, or other filings. 8. Miscellaneous Coordination * Support office and factory in day-to-day operational activities. * Be a flexible team player ready to take on miscellaneous responsibilities as needed. * Job Requirements: 1. Bachelor’s degree in Business Administration, Commerce, or related field. 2. Minimum 1-3 years of experience in operations, CRM, or administrative roles. 3. Familiarity with Zoho CRM / Zoho One is a plus. 4. Strong Excel, documentation, and communication skills 5. Ability to manage multiple priorities with a proactive mindset. Job Type: Full-time Pay: ₹15,000.00 - ₹25,000.00 per month Schedule: Day shift Work Location: In person