Customer Relationship Officer

2 - 6 years

0 Lacs

Posted:1 day ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a CRM Executive, you will play a vital role in ensuring smooth order processing, maintaining customer relationships, and handling various administrative tasks related to customer orders. Collaboration with different departments will be key to ensuring seamless information flow and timely resolution of customer inquiries and issues. Key Responsibilities: - Proforma Invoice Management: - Prepare Proforma Invoices (PIs) for customer orders. - Update the Order Booking Form upon confirmation via Purchase Order (PO) or signed Proforma Invoice (PI). - Order Booking Form Updates: - Regularly update the Booking Form in the Field Management System (FMS) for accurate order tracking. - Document Management: - Upload Proforma Invoices (PIs), Purchase Orders (POs), and Consignee Invoices into the Document Data Management System (DDMS) following internal processes. - Customer Database Maintenance: - Maintain and update the Customer Database Sheet with new client information and necessary edits to existing data. - Debit Note Creation: - Generate and issue customer debit notes as needed, ensuring adherence to company guidelines and policies. - Customer Complaint & Grievance Resolution: - Address customer complaints and grievances promptly and effectively to maintain high levels of customer satisfaction. Qualifications Required: - Educational Qualification: Bachelor's degree - Experience: Proven experience in a CRM or customer service-related role, preferably in an industrial or manufacturing environment. Technical Skills: - Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). - Experience with CRM software and internal systems like FMS, DDMS. Communication Skills: - Excellent written and verbal communication skills for client and internal team interactions. Attention to Detail: - Strong attention to detail with the ability to manage multiple tasks simultaneously. Problem-Solving Abilities: - Ability to quickly resolve customer complaints and operational challenges with a solution-oriented approach.,

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