Customer Service Executive

2 - 4 years

3 Lacs

Posted:2 hours ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Job Title: CRM Executive

Location: Bottmac India Private Limited K - 698 Duhai industrial Area Ghaziabad

Job Summary:

We are seeking a dynamic and highly organized CRM Executive to manage all customer-facing operations related to payments, dispatch, billing, documentation, and after-sales support. The ideal candidate should possess excellent communication, documentation, and follow-up skills to ensure timely closures and customer satisfaction.

Key Responsibilities:

Client Coordination & Communication

Regularly follow up with clients on payment collection, pending invoices, and PDC cheques.

Coordinate with clients for dispatch clearances, PI sharing, and vehicle booking.

Communicate with clients for complaint resolution and service feedback.

Maintain detailed communication logs (calls, emails, WhatsApp).

Billing & Documentation

Prepare and share Proforma Invoices .

Track and follow up on bill submissions and clearances (site-wise, PO-wise, bill-wise).

Maintain updated records of bills, GRN status, invoice copies, warranty certificates, no due certificates, and handover reports.

Coordinate with accounts for installation bills, associate bills, and BG documentation.

Dispatch & Supply Coordination

Follow up with clients for before dispatch payments.

Coordinate material dispatch, including FOC and complaints material.

Track pending dispatch items, checklists, and ensure timely dispatch approvals.

Maintain reports on site handovers, pre-commissioning, and post-commissioning.

Data Management & Reporting

Maintain payment tracking sheets, target sheets, and audit updates.

Conduct and track department audits (Production, Technical, Aftersales).

After-Sales Support

Log and follow up on client complaints, service requests, and technical issues.

Meetings & Coordination

Coordinate and attend internal target and production meetings.

Liaise with the internal team for updates on client requirements, BG releases, and payment statuses.

Key Skills Required:

Proficiency in Excel, Google Sheets, CRM tools, and email drafting.

Strong follow-up discipline and task closure mindset.

Excellent communication skills (verbal & written).

Basic knowledge of commercial documentation like invoices, POs, BG, etc.

Ability to handle pressure and multitask across clients and departments.

Preferred Qualification:

Graduate (B.Com/BBA/BA preferred); B.Tech (Mechanical) candidates with billing and CRM knowledge are also encouraged.

2-4 years of experience in CRM / Billing / Client Servicing / Commercial Coordination.

Job Type: Full-time

Pay: ₹25,000.00 - ₹30,000.00 per month

Benefits:

  • Food provided
  • Provident Fund

Experience:

  • Customer relationship management: 1 year (Required)

Language:

  • English (Required)
  • Hindi (Required)

Work Location: In person

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