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 solid communication and Excel skills may also apply.

Required Skills
Valuable communication and follow-up skills.
Solid 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 (India)
🏢 Astra Asset Portfolio Management Private
📍 India