CRM EXECUTIVE

Department: Customer Relationship Management

1. Customer Handling & Communication

- Manage day-to-day customer interactions via calls, emails, and messages
- Address customer queries, complaints, and service requests promptly
- Ensure high levels of customer satisfaction through effective communication

1. Order & Payment Management

- Handle order processing from receipt to dispatch
- Track order status and update customers regularly
- Coordinate with accounts for payment follow-ups and confirmations
- Ensure timely collection and reconciliation of customer payments

1. Documentation & Process Management

- Create and manage Proforma Invoices (PI) and related documents
- Ensure accurate data entry and documentation in CRM systems
- Maintain proper records of customer transactions and communications

1. Coordination & Execution

- Coordinate with internal teams (sales, warehouse, logistics) for smooth order execution




- Track dispatches and ensure timely delivery
- Handle sample requests and follow up for feedback

1. Post-Sales Support

- Provide after-sales service support and resolve issues
- Ensure proper closure of customer complaints
- Maintain long-term relationships with clients

1. Reporting & Tracking

- Prepare daily/weekly reports on orders, collections, and customer status
- Track pending orders, payments, and dispatches
- Maintain CRM dashboards and ensure data accuracy

Key Skills Required
- communication and interpersonal skills
- Positive coordination and multitasking ability
- Proficiency in MS Excel and CRM tools
- Attention to detail and process-oriented mindset
- Problem-solving attitude

Pay: From ₹20,000.00 per month

Work Location: In person

📌 CRM Executive (Ghaziabad)
🏢 servokon systems
📍 Ghaziabad