Location: Delhi

Job Overview: The CRM Manager is responsible for managing and optimizing customer relationships, sales operations, and key performance indicators (KPIs) across various touchpoints. The role requires a focus on daily operations like price updates, dispatch reports, order confirmations, and overseeing the implementation of ERP systems, while also maintaining strong communication with clients and internal teams.

KRA KPI

Key Result Areas (KRA) Key Performance Indicators (KPI) CRR Clients Total vs Active (Loose, Institutional, Private Label Clients) % Clients Not Active Primary NBD Follow-ups should be done on time % of Follow Ups Not Done All Pending Bargains Should Be Lifted on Time % Pending Bargains Not Lifting on Time All LOOSE Bargains should be lifting on time % LOOSE Bargains Not Lifting on Time Client Should Be Updated on Time For Any Delays ( Truck) % Orders not Updated on Time Client Should Be Updated on Time For Any Delays ( Tanker ) % Orders not Updated on Time All Trucks Should Be Dispatch Within 24 Hours. % Dispatches not Done on Time All Tankers Should Be Dispatch Within 24 Hours. % Dispatches not Done on Time Reactive Clients Should Be Maintained on time % of Avg Not Maintained Ensure timely collection of payments from clients % of Delay Payment

Protocols:

- Verify bargains, dispatch reports, and update prices.
- Investigate and resolve delayed dispatches.
- Align dispatch and production with inventory and orders.
- Confirm orders after checking payment terms and stock.
- Manage tasks and monitor performance via FMS and dashboards.
- Collect delayed payments and control overdue limits.

Role Tasks:

Update Review Report:





- Review the loose total and check one bargain for each state of VP Bakery to ensure all transactions and deals are accurately recorded and processed.
- Validate and check the daily dispatch reports to ensure timely and accurate deliveries are made according to the plan.
- Investigate the reasons for any delays in dispatches and work towards resolving issues or minimizing delays in future dispatches.
- Update product prices regularly and communicate the price changes via appropriate channels to keep the team and customers informed.
- Regularly monitor the CRM and sales dashboard to analyze performance, identify potential issues, and make necessary adjustments to achieve targets.
- Monitor and analyze pending bargains to ensure timely follow-up and conversion of opportunities into completed sales.
- Analyze reasons for non-conversion of clients and prepare summaries to identify patterns and areas for improvement in future negotiations. Identify and block bargains involving small quantities to ensure that such deals are not processed or adjusted in a way that could harm business profitability.

Sale Management:

- Track and manage sales related to loose oil, ensuring efficient handling, delivery, and customer satisfaction.
- Focus on recent business development (NBD) and customer retention (CRR).




- Drive sales initiatives and strategies to generate new business while maintaining relationships with existing clients.

Coordination:

- Coordinate with the production team to ensure that the production schedules align with client orders and inventory requirements.
- Prior to confirming an order, verify the payment terms, bargain availability, credit status, and stock availability within the FMS system to ensure smooth order processing.
- Collaborate with the production and logistics teams to plan and ensure timely dispatches. Track inventory and customer demand to optimize dispatch schedules.
- Oversee the implementation and integration of ERP systems to ensure data accuracy, streamline processes, and improve overall operational efficiency.

Skills:

- Strong analytical and problem-solving skills.
- Proficiency in Tally systems and CRM tools.
- Excellent communication and negotiation abilities.
- High attention to detail with a focus on accuracy and efficiency.
- Ability to manage multiple tasks in a fast-paced environment.

Knowledge:

- Deep understanding of CRM systems and customer relationship management strategies.
- Knowledge of dispatching, production planning, and order fulfillment processes.
- Familiarity with ERP system functionalities.
- Up-to-date on industry trends and best practices in CRM and sales operations.

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.

📌 CRM Manager (New Delhi)
🏢 AJANTA SOYA
📍 New Delhi