Key Responsibilities :-
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
significant.
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
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 â dispatch â invoicing â payment.
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
Cross-functional
Coordination

· Work

📌 Senior Crm Executive Bidhannagar
🏢 YOGINI TRADEX
📍 Bidhannagar