Key Responsibilities :-

1. 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 professional, solution-oriented tone in all interactions.

· English communication is acceptable at basic to moderate level ; clarity and professionalism are more important.

2. 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

3. 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 → dispatch → invoicing → payment.

4. 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

5. Cross-functional Coordination

· Work closely with:

o Sales team (for new order opportunities)

o Operations / production (for fulfillment)

o Logistics / dispatch (for timely delivery)

o Finance (for billing and payment tracking)

· Act as the bridge between client and internal teams to ensure smooth execution.

Requirements

Experience

· 3–7 years in:

o CRM / Account Management o Hospitality industry (hotel, banquet, event, F&B;, etc.)

o Corporate credit card / high-value B2B client management o Or similar roles with end-to-end order-to-payment responsibility

Skills

· Solid client handling and negotiation skills.

· Ability to manage multiple top clients simultaneously.

· Clear understanding of:

o Order processing o Dispatch and logistics coordination o Invoice and payment follow-up

· Good document handling: invoices, orders, contracts, dispatch notes.

· Comfortable using:

o CRM tools o Email and phone for client communication o Basic Excel / MS Office for reporting

Benefits

SALARY UP TO 30000/- PER MONTH

📌 Senior CRM Executive (Bidhannagar)
🏢 YOGINI TRADEX
📍 Bidhannagar