Job Description – Customer Relationship Executive (CRE) – Lead Tracking

Job Title: Customer Relationship Executive (CRE) – Lead Management

Department: Sales / CRM

Job Summary

The Customer Relationship Executive (CRE) is responsible for managing and tracking all sales leads, ensuring timely follow-ups, maintaining accurate records in the CRM, and coordinating with the sales team to maximize lead conversion. The role focuses on lead management, data accuracy, and reporting.

Key Responsibilities

- Receive and assign leads to the respective Sales Executives.

- Maintain and update all lead details in the CRM/Excel tracker.

- Track the status of every lead from enquiry to booking or closure.

- Ensure timely follow-ups are completed by the sales team.

- Contact customers to verify lead status whenever required.

- Prepare daily reports on new leads, follow-ups, site visits, bookings, and lost leads.

- Monitor lead ageing and ensure no lead remains unattended.

- Coordinate with the Sales, Marketing, and CRM teams for lead distribution and updates.

- Maintain complete records of customer interactions and follow-up history.





- Escalate delayed or unattended leads to the reporting manager.

- Generate daily, weekly, and monthly MIS reports.

- Ensure data accuracy and confidentiality at all times.

Qualifications

- Bachelor's degree in any discipline.

- 1–2 years of experience in CRM, telesales, or lead management (real estate preferred).

- Freshers with strong communication and Excel skills may also apply.

Required Skills

- Valuable communication and follow-up skills.

- Strong knowledge of MS Excel (VLOOKUP, Pivot Tables, Filters, Conditional Formatting).

- Experience using CRM software.

- Attention to detail and data accuracy.

- Good coordination and organizational skills.

- Ability to work under deadlines.

Key Performance Indicators (KPIs)

- Number of leads updated daily.

- Lead assignment turnaround time.

- Follow-up completion rate.

- Percentage of unattended leads.

- Accuracy of CRM/lead records.

- Daily and monthly MIS report submission.

- Site visit conversion rate.

- Booking conversion support.

- Lead ageing management.

📌 Lead Mentor (Greater Noida)
🏢 Astra Asset Portfolio Management Private
📍 Greater Noida