Are you detail-oriented, data-savvy, and passionate about client coordination?
We are looking for a Sales Operations & CRM Executive to join our dynamic team. The ideal candidate should be organized, analytical, and proactive in managing sales, client accounts, and CRM activities
1. Sales Operations
1.1 Quotation & Client Communication
Prepare quotations in client-specific formats and share timely with clients.
Share Statement of Account (SOA) with clients after each sale and after payment receipt.
1.2 Data Updation & Reporting
Update sales data in SOA and GS sheets.
Record sales and sales return entries in Gati, Excel statement, and Client Dues with ROI sheet (invoice-wise).
Update payment received in Gati, SOA, and Client Dues sheet (invoice-wise).
Maintain and reconcile client SOA statements as per the new format.
Conduct monthly reconciliation of closing balances of clients (Gati) with the Accounts Department and share report with HOD.
Prepare and share Final Report of Sundry Debtors Balances on a monthly basis.
1.3 Payment Follow-Up
Coordinate with clients for timely payment collection.
Maintain systematic follow-ups and update payment status regularly in all relevant sheets.
1.4 Stock & Goods Management
Update Noida and Saket FG Stock with new goods.
Rectify Repair Items in GS and reconcile with FG reconciliation sheet.
Reserve goods in GS and Gati as per client requirements.
Update Gold Wastage Account (Excel) monthly and share report.
2. NBD (New Business Development) Work
2.1 Client Coordination
Handle new business clients.
2.2 Design Research & Development
Research and create presentations with 20% new design concepts for each cycle.
Review and provide comments on design sketches on a weekly basis to enhance design selection.
3. CRM (Customer Relationship Management) Work
3.1 Client Coordination & Support
Coordinate with clients for requirements, campaigns (FG and sketches), and design selections.
Share quotations, sales reports, and identify hot-selling items for strategic sales planning.
Manage goods return and ensure accurate records in relevant reports.
Share shipping documents and update clients with shipment status.
Follow up with clients to confirm receipt of goods in good condition.
4. Reporting & Review
Submit weekly updates on sales, payment follow-ups, and client reconciliation.
Present monthly summary reports of sales, client accounts, and NBD progress to HOD.
Maintain organized records and ensure data accuracy across all sheets (Gati, GS, SOA, ROI, and FG).