Crm Executive

Location:

Job Objective:

The candidate will be responsible for processing and managing claims related to CRM Goodwill, Special Approvals, CCR, and Transcars Star Ease. The role also involves maintaining claim records, coordinating with dealers, sharing payment details, and preparing CRM reports.

Key Responsibilities:

Claims Processing & Documentation

• CRM Goodwill Claims:

• Approve/Reject claims in e-Dealer on a daily basis.
  
• Execute claim processing cycles on the 1st & 16th of each month.
  
• Collect, sort, and verify dealer invoices.
  
• Export summary sheets for the previous 15-day period.
  
• Create standard templates and credit notes in the E-workflow system.
  
• Submit hard copies to the accounts department.
  
• Obtain and share payment details with respective dealers.
  
• Maintain dealer-wise CRM utilization reports.
  

• Special Approval & CCR Claims:

• Approve/Reject claims after reviewing invoices as per GST format.
  
• Maintain provision records shared by CRM team.
  
• Prepare credit notes and ensure timely submission to accounts.
  
• Follow up with accounts for payments and communicate with dealers.
  
• Monitor and report on CCR budget consumption.
  

• Transcars Star Ease Claims:

• Review and approve service estimates from dealers.
  
• Collect and verify supporting documents and invoices.
  
• Maintain claim records as per approvals.
  
• Generate templates and credit notes in the E-workflow.
  
• Submit hard copies to finance/accounts.
  
• Obtain payment details and share with dealers.
  
• Prepare utilization reports for Transcars Star Ease.
  

Other CRM Activities

• Provision & Maintenance Invoices:

  Submit related invoices to the accounts department.

• Reporting:

• Prepare monthly Complaint Ratio and Courtesy Car reports.
  
• Maintain dealership complaint data and gather inputs on courtesy car usage.
  

Desired Candidate Profile:

• 4–5 years of relevant experience in CRM or claim processing within the automobile industry.
  
• Strong knowledge of claim processing, GST norms, and dealer management.
  
• Proficient in Excel, e-Dealer, and E-workflow systems.
  
• Detail-oriented with strong documentation and reporting skills.
  
• Effective communication and coordination abilities.
  

Key Skills:

• CRM Goodwill / CCR Handling
  
• Claim Verification & Processing
  
• Dealer Coordination
  
• Invoice Validation & GST Compliance
  
• Credit Note Preparation
  
• Report Generation (Excel)
  
• E-Dealer / ERP / E-Workflow Proficiency
  
• Budget Monitoring
  
• Complaint Ratio & Courtesy Car Reporting
  
• Time Management & Attention to Detail

Contact: