CRM - Executive / Sr. Executive / Assistant Manager

2 - 7 years

3 - 7 Lacs

Posted:4 days ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

CRM professionals

Role 1: CRM Sr. Executive / Assistant Manager Key Responsibilities

  • Communicate effectively with customers to understand their needs and resolve concerns
    (e.g Form details verification through call, first call to the client, KYC doc. completion, handling upload process of customer documents for APP etc.)
  • Coordinate with internal departments to meet client needs and resolve issues
  • Monitor and report on pre-sales software under the direction of seniors
  • Handle client queries such as contact updates, allottee detail changes, etc.
  • Write professional emails and manage communication; strong written & spoken English is essential
  • Follow up for payments and with banks for disbursal
  • Issue confirmation letters to channel partners post coordination
  • Take ownership of customer servicing & data accuracy

Role 2: CRM Executive Data Handling

  • Maintain various reports and CRM records
  • Manage CP billing and documentation
  • Prepare MIS reports Sales, Payments, CRM walk-ins
  • Handle dispatch of documents (Couriers, India Post) and coordinate packaging & printing
  • Maintain MIS for dispatched documents
  • Organize and maintain customer files (both soft and hard copies)

Skills Required:

  • Excellent communication skills in English (verbal & written)
  • Strong MS Excel / Google Sheets skills
  • Experience in CRM tools or ERP software
  • Documentation & record-keeping
  • Ability to multitask and coordinate with cross-functional teams
    .

Education:

Graduate in any stream (BBA/B.Com preferred)

Experience Required:

  • CRM Executive: 1-3 years
  • Sr. Executive / Assistant Manager: 47 years with team coordination exposure

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