Customer Relationship Manager

CRM & Admin Executive – Job DescriptionPosition Overview

The CRM & Admin Executive will be responsible for managing customer interactions, supporting the sales process, coordinating operations, and handling essential administrative tasks. The role ensures smooth communication between the company and customers while maintaining accurate documentation and facilitating payments.

Key Responsibilities1. Lead Management

• Speak to fresh leads received through calls, WhatsApp, website, and marketing channels.
• Identify qualified leads and filter out non-relevant enquiries.
• Maintain lead status and follow-ups in the CRM system.

2. Quotation Preparation

• Prepare professional quotations as per customer requirements.
• Ensure accuracy in pricing, model details, and quantity.
• Share quotations with customers and update follow-up status.

3. Sales Order Creation

• Convert approved quotations into Sales Orders.
• Enter complete SO details in ERP/CRM.
• Coordinate with Production/Dispatch teams for processing orders.

4. Customer Coordination

• Act as the primary communication point between customers and the company.
• Share updates on production status, dispatch timelines, and delivery details.
• Handle customer queries and escalate issues when required.

5. Payment Facilitation

• Share payment links, bank details, and reminders with customers.
• Ensure timely collection of advances and balance payments.
• Maintain accurate records of all payments received.

6. Documentation

• Create all necessary documents including quotations, SOs, invoices, delivery challans, etc.
• Maintain digital filing and update records.
• Coordinate with accounts team for documentation accuracy.

7. Administrative Responsibilities

• Maintain general office administration functions such as scheduling, documentation control, and internal coordination.
• Support HR, accounts, and management with day-to-day admin requirements.
• Track tasks and ensure timely completion through FMS/Delegation Sheet.

Required Skills

• Strong communication skills (phone, WhatsApp, email).
• Basic knowledge of Google Sheets, CRM tools, and ERP systems.
• Good command over English and Hindi.
• Organised, detail-oriented and proactive.
• Ability to handle customers professionally.

Experience

• 1–3 years preferred, fresher with good communication skills can also apply.

Job Type: Full-time

Pay: ₹20,000.00 - ₹25,000.00 per month

Education:

• Bachelor's (Preferred)

Experience:

• total work: 2 years (Preferred)
• Customer service: 2 years (Preferred)

Language:

• English (Required)

Location:

• Govindpuri, Jaipur, Rajasthan (Preferred)

Work Location: In person