Role & responsibilities

- Handle inbound and outbound customer calls, emails, and WhatsApp inquiries.
- Maintain and update customer information in the CRM system.
- Follow up with leads, clients, and existing customers.
- Resolve customer queries and escalate issues when required.
- Coordinate with internal teams to ensure timely resolution of customer concerns.
- Prepare daily, weekly, and monthly CRM reports.
- Maintain customer satisfaction through prompt and professional communication.
- Ensure accurate documentation of customer interactions.

Preferred candidate profile

Requirements

- Bachelor's degree in Commerce, Finance, Business Administration, or a related discipline (Commerce background preferred).
- 2-5 years of experience in CRM, relationship management, financial sales, telesales, or a similar role.




- Excellent verbal and written communication skills.
- Proficiency in MS Excel and MS Office.
- Strong organizational and time-management skills.
- Ability to multitask and work efficiently in a fast-paced environment.

Preferred Skills

- Commerce or Finance educational background.
- Prior experience in financial sales, stock market, IPO, mutual funds, banking, or financial services.
- Hands-on experience with CRM software.
- Solid problem-solving and interpersonal skills.
- Customer-centric approach with excellent relationship management abilities.
- Ability to build and maintain long-term client relationships while achieving business targets.

📌 Sales Executive (New Delhi)
🏢 Bmarkt Tecamat
📍 New Delhi