Senior CRM Executive (Kolkata)

Senior CRM Executive (Kolkata)

06 Aug
|
YOGINI TRADEX
|
Kolkata

06 Aug

YOGINI TRADEX

Kolkata

Job_Description":"

Key Responsibilities :-

1. Client Relationship Communication -

Act as the primary relationship manager for top clients.

Regularly call clients to:

o Understand their requirements and expectations

o Confirm orders, timelines, and service details

o Resolve issues and complaints promptly

Maintain a skilled, solution-oriented tone in all interactions.

English communication is acceptable at basic to moderate level ; clarity and professionalism are more important.

2. Order Management (Order Raising to Dispatch)

Receive and raise orders from clients via phone, email, or CRM system.

Verify order details: quantities, pricing, delivery location, timeline, special requirements.

Coordinate internally with:

o Operations / production teams

o Dispatch / logistics teams

o Finance / billing teams

Ensure that:

o Orders are correctly entered in the system

o All necessary documents (order forms, approvals, contracts) are collected and stored

o Dispatch is planned and executed as per agreed timelines

3. Document, Invoice Payment Handling

Prepare, review, and manage:

o Invoices

o Delivery challans / dispatch documents

o Order confirmations and related paperwork

Match invoices with:

o Confirmed orders





o Dispatch records

o Client agreements / contracts

Follow up on payment status :

o Track pending payments

o Contact clients for payment reminders

o Coordinate with finance for reconciliation and receipt entry

Ensure order-to-payment visibility : the person should be able to see and manage the complete journey from order raising dispatch invoicing payment.

4. CRM Reporting

Use CRM software to:

o Maintain complete client profiles

o Log all calls, orders, issues, and resolutions

o Track order status and payment status

Prepare regular reports for management:

o Top client order volumes

o Pending payments

o Delivery performance

o Client feedback and issues

5. Cross-functional Coordination

Work closely with:

o Sales team (for new order opportunities)

o Operations / production (for fulfillment)

o Logistics / dispatch (for timely delivery)

o Finance (for billing and payment tracking)

Act as the

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior CRM Executive (Kolkata)
🏢 YOGINI TRADEX
📍 Kolkata

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