Customer Relationship Executive

Position:

Department:

Location:

Job Overview

Client Relationship Executive

Key Responsibilities

New Dealer Appointment & Onboarding

• Lead Generation:

  Identify and target new locations; generate meetings for potential dealer partnerships

• Follow-up Management:

  Conduct systematic follow-ups post-meetings and maintain detailed records in

  ZOHO CRM

• CRM Management:

  Create client accounts, update conversation notes, and track all interactions in

  ZOHO

• Sample Coordination:

  Process and dispatch product samples based on client requirements

• Documentation:

  Share certificates, authorization letters, and other required documents after dealer appointments

• Reporting:

  Provide regular updates on progress, challenges, and opportunities to the reporting manager

Existing Dealer Relationship & Growth

• Client Support:

  Serve as the primary liaison between clients and internal departments to ensure seamless communication

• Account Management:

  Create monthly opportunities in ZOHO CRM; maintain updated client data, agreements, and communication records

• Order Coordination:

  Monitor orders and coordinate with operations/logistics to ensure on-time delivery; resolve delivery and billing issues

• Performance Reporting:

  Prepare weekly and monthly reports; analyze revenue vs. targets and present insights during CPC meetings

• Business Development Support:

  Assist in creating proposals, presentations, and marketing materials; support engagement activities (e.g., carpenter meets, gifting programs)

• Client Retention:

  Follow up on pending orders; collect feedback and market insights; update CRM daily; handle client complaints effectively

• Plant Coordination:

  Liaise with the plant team on delayed or punched orders; keep clients updated

• Client Communication:

  Share monthly sales reports; manage end-user visits at the Head Office

• Daily Reporting:

  Update Daily Progress Monitoring (DPM); maintain regular communication with the Manager regarding progress and targets

Required Qualifications

• Bachelor’s degree in

  Business Administration

  ,

  Marketing

  ,

  Sales

  , or related field
• 1–3 years of experience in

  client relationship management

  ,

  sales support

  , or

  business development

• Proficiency in CRM software (

  ZOHO

  preferred)
• Strong communication and interpersonal skills
• Excellent organizational and time management skills
• Proficiency in

  MS Office

  (Excel, PowerPoint, Word)
• Ability to manage multiple priorities in a

  fast-paced environment

What We Offer

• Competitive salary package
• Performance-based incentives
• Professional development and training opportunities
• Collaborative and supportive work environment
• Career growth opportunities