Customer Relationship Manager (India)

Customer Relationship Manager (India)

22 Aug
|
Happy Menu
|
India

22 Aug

Happy Menu

India

1. Job Purpose

The Catering Telecalling & Business Conversion Executive will be responsible for generating catering enquiries through telephone calls, WhatsApp and other communication channels, understanding customer requirements, promoting HappyMenu's catering and event services, and converting enquiries into confirmed business.

The primary objective is to generate qualified leads, follow up consistently, negotiate professionally and achieve monthly sales/conversion targets.

2. Key ResponsibilitiesA. Telecalling & Lead Generation

- Make daily outbound calls to prospective customers, companies, offices, institutions, event organizers and individuals.
- Contact existing and potential customers to generate catering enquiries.
- Promote HappyMenu's catering, event management, corporate meal services, Kerala Sadya, wedding catering and other food services.
- Identify potential bulk catering requirements such as weddings, Onam/Sadya, corporate functions, meetings, parties and institutional requirements.
- Maintain a daily calling target as assigned by management.
- Generate new leads through telephone, WhatsApp, social media enquiries and other available sources.

B. Customer Requirement Understanding

- Clearly understand the customer's:
- Event type
- Date and time
- Number of guests
- Location
- Food/menu requirements
- Budget
- Service requirements
- Additional event requirements
- Record all customer requirements accurately in the company's CRM/lead register.
- Provide customers with suitable catering options based on their requirements and budget.

C. Business Conversion

- Convert enquiries into confirmed catering orders.
- Follow up with every qualified enquiry until it is converted, rejected or closed.
- Explain quotations, menus, packages, rates and service conditions clearly.
- Coordinate with the Sales Manager/Operations Team for customized quotations.
- Negotiate professionally within the pricing limits approved by management.
- Obtain advance payment and booking confirmation as per company policy.
- Ensure all confirmed orders are properly documented and handed over to the operations team.

D. Follow-Up Management

- Maintain systematic follow-up schedules for all leads.
- Follow up through calls and WhatsApp without annoying customers.




- Prioritize high-value and urgent enquiries.
- Reconnect with previous customers for repeat business.
- Maintain a database of lost, pending and converted enquiries.
- Identify reasons for lost enquiries and report them to management.

E. Customer Relationship Management

- Build professional relationships with customers.
- Respond promptly and politely to customer enquiries.
- Handle basic customer objections regarding price, menu, quantity and service.
- Escalate complaints or complicated requirements to the concerned manager.
- Collect customer feedback after service and share it with management.

3. Business Development Activities

The employee will actively identify opportunities for:

- Corporate catering
- Industrial/institutional catering
- Office food supply
- Wedding catering
- Event catering
- Onam Sadya and festival catering
- Birthday and private functions
- Bulk food orders
- Meeting and conference catering
- Outdoor catering
- Packed meals and biriyani orders
- Event management and decoration requirements
- Repeat and long-term catering contracts

4. Daily Work Responsibilities

- Prepare daily calling plan.
- Complete assigned outbound calls.
- Respond to incoming enquiries.
- Update every lead in the lead register/CRM.
- Send menus, quotations and company information to interested customers.
- Follow up on previous enquiries.
- Identify new business opportunities.
- Report daily calls, enquiries, conversions and pending follow-ups.
- Coordinate confirmed orders with the Sales/Operations Team.

5. Key Performance Indicators (KPIs)

Performance will be evaluated based on:





KPIMeasurementDaily CallsAs per management targetQualified LeadsMonthly targetFollow-UpsTimely completionEnquiry ConversionMonthly conversion percentageConfirmed OrdersMonthly targetRevenue GeneratedMonthly sales targetNew CustomersMonthly targetRepeat CustomersCustomer retentionAdvance CollectionAs per confirmed ordersCustomer FeedbackQuality of service

Important: Performance will not be measured only by the number of calls. The primary focus will be on quality leads, successful follow-ups, confirmed orders and revenue generation.

6. Required Skills

- Excellent communication skills in English and Malayalam.
- Hindi/Tamil will be an added advantage.
- Good telephone etiquette.
- Strong persuasion and negotiation skills.
- Sales-oriented mindset.
- Ability to handle customer objections.
- Valuable follow-up discipline.
- Basic knowledge of MS Excel/Google Sheets and WhatsApp Business.
- Ability to prepare and explain basic quotations.
- Good customer relationship skills.
- Ability to work under sales targets and deadlines.

7. Qualification & Experience

Qualification:
Minimum Plus Two / Diploma / Graduate.

Experience:

- 1–3 years of experience in telecalling, telesales, catering sales, hotel sales, event sales or business development preferred.
- Freshers with excellent communication and sales ability may also be considered.

8. Personal Attributes

The candidate should be:

- Confident and energetic
- Positive and target-oriented
- Polite and professional
- Persistent in follow-ups
- Customer-focused
- Honest and responsible
- Well-organized
- Good at convincing customers
- Willing to learn about catering and event services

9. Authority & Limitations

- The employee may communicate approved company rates and packages to customers.
- Any special discount, rate reduction or customized commercial commitment must receive management approval.
- The employee shall not promise services, facilities, menus or delivery commitments that have not been approved by the company.
- All confirmed orders must be properly communicated to the concerned department.

10. Reporting & Documentation

The employee shall maintain:

- Daily Call Report
- Lead Register/CRM
- Follow-Up Report
- Quotation Status
- Conversion Report
- Lost Lead Report
- Customer Database
- Confirmed Order Details
- Advance Payment Status

Pay: ₹14,688.62 - ₹30,683.74 per month

Benefits:

- Cell phone reimbursement
- Flexible schedule
- Food provided

Work Location: In person

📌 Customer Relationship Manager (India)
🏢 Happy Menu
📍 India

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