Office Assistant- Documentation (India)

Office Assistant- Documentation (India)

19 Sep
|
The Shakti Plastic Indsutries
|
India

19 Sep

The Shakti Plastic Indsutries

India

JOB DESCRIPTION

Lead Management

- Receive, record, and allocate leads received through various channels such as website, enquiries, exhibitions, referrals, social media, and other sources.
- Ensure all leads are entered accurately into the CRM system.
- Categorize and prioritize leads based on business requirements and potential.
- Track each lead from initial enquiry to closure.
- Ensure timely follow-up by the concerned Sales/BD team.

2. CRM Management

- Maintain and regularly update customer and lead information in the CRM.
- Ensure proper documentation of calls, meetings, quotations, follow-ups, and communication.
- Monitor the status of leads and opportunities in the sales pipeline.
- Identify pending, inactive, and overdue leads and coordinate with the concerned team for action.
- Ensure CRM data accuracy and minimize duplicate or incomplete records.

3. Sales Coordination

- Coordinate with Sales/BD team members regarding new and existing leads.
- Share lead details and relevant customer requirements with the concerned team.
- Follow up internally to ensure that leads are attended to within the defined timeline.
- Maintain records of quotations, proposals, meetings, and customer interactions.




- Coordinate with internal departments wherever required for customer requirements.
- Monitor lead follow-up activities and maintain proper follow-up schedules.
- Track lead conversion ratios and reasons for lost or inactive leads.
- Prepare follow-up lists for Sales/BD team members.
- Escalate important or unattended leads to the reporting manager.
- Maintain a systematic database of prospective and existing customers.

5. MIS & Reporting

- Prepare daily, weekly, and monthly CRM and lead-management reports.
- Provide reports on:
- Total leads received
- Leads assigned
- Leads contacted
- Follow-ups pending
- Meetings/visits conducted
- Quotations submitted
- Leads converted
- Leads lost/inactive
- Source-wise lead performance

Job Types: Permanent, Full-time

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

- Versatile schedule
- Provident Fund

Education:

- Bachelor's (Preferred)

Experience:

- Microsoft Office: 1 year (Preferred)
- total work: 1 year (Preferred)

Language:

- Hindi (Preferred)
- English (Preferred)

Work Location: In person

📌 Office Assistant- Documentation (India)
🏢 The Shakti Plastic Indsutries
📍 India

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