Job Summary:
We are seeking a proactive and detail-oriented CRM Executive to join our dynamic team. The role involves managing client interactions, coordinating between departments, handling documentation, and ensuring smooth customer engagement processes. This position is open to candidates with 1 to 6+ years of experience. Freshers with strong communication and organizational skills are also encouraged to apply for the Junior CRM Executive profile.
Act as a point of contact between the company and clients for queries, updates, and follow-ups.
Coordinate effectively with internal departments (Sales, Accounts, Operations) to ensure seamless workflow.
Manage and maintain client records and documentation accurately and securely.
Prepare and draft official correspondence, agreements, and reports as required.
Conduct follow-up calls and communication to support collection and payment reminders.
Handle paperwork related to client onboarding, project documentation, and contract management.
Maintain an organized filing system (both physical and digital) for easy retrieval of documents.
Assist in the preparation of reports, presentations, and data summaries for management review.
Monitor client accounts and support collection of dues within stipulated timelines.
Ensure compliance with company policies and standards in all documentation and client communications.
Educational Qualification: Graduate in any discipline (preferred: Business Administration, Commerce, or related fields).
Experience: Minimum 1 year to 6+ years of experience in CRM, customer service, sales coordination, or related roles. Freshers may apply for Junior CRM Executive positions.
Strong communication and interpersonal skills (both written and verbal).
Proficiency in MS Office (Word, Excel, PowerPoint); familiarity with CRM software is an advantage.
Excellent organizational and time-management abilities.
Attention to detail and ability to handle multiple priorities under deadlines.
Professional attitude and a customer-centric approach.