Role: CRM & MIS Executive The CRM & MIS Executive will be responsible for managing and maintaining customer and business data in the company’s CRM system, preparing MIS reports, ensuring data accuracy, and supporting the CRM, Sales and Service teams through timely data processing, analysis, reporting, and coordination.

The role will focus on maintaining updated CRM records, generating actionable reports, tracking team activities, and supporting management with accurate and timely information for effective decision-making.

Key Responsibilities

- Maintain and regularly update customer, lead, enquiry, sales and service data in the CRM system.
- Collect, process, verify and organize data received from Sales, Service and CRM teams.
- Prepare daily, weekly and monthly MIS reports, dashboards and performance reports as required by management.
- Monitor CRM data for accuracy, completeness, duplicate records and pending updates.
- Track customer enquiries, leads, follow-ups, service requirements and other CRM activities.
- Generate reports related to sales, service, customer follow-ups, enquiries, spares and team performance.
- Coordinate with Sales, Service and CRM teams to collect missing information and ensure timely data updates.
- Analyse CRM data and highlight important trends, pending activities, gaps and follow-up requirements.
- Maintain proper records of customer complaints, feedback, enquiries and their status.
- Support the team in maintaining customer databases and developing structured customer information.
- Prepare reports related to after-sales service and spares sales targets.
- Track team activities, schedules,



follow-ups, pending tasks and other CRM-related deliverables.
- Assist in data collection through calling wherever required and prepare reports based on customer requirements.
- Maintain and update inventory/stock-related data and coordinate with concerned departments for required information.
- Support management in developing CRM processes, reports and data-driven systems for improving operational efficiency.
- Maintain proper documentation and ensure confidentiality of company and customer data.
- Perform local visits for purchase/data collection-related requirements whenever required.

Required Skills

- Good working knowledge of CRM software and MS Excel/Google Sheets.
- Strong data processing and data management skills.
- Good analytical and problem-solving ability.
- Knowledge of MIS reporting, data analysis and dashboard preparation.
- Good attention to detail and accuracy in handling data.
- Ability to identify data discrepancies and ensure timely correction.
- Good communication and coordination skills.
- Ability to work effectively with Sales, Service, CRM and other departments.
- Positive organizational and time-management skills.
- Ability to prepare professional reports and presentations.




- Willingness to make customer calls for data collection/follow-up when required.
- Ability to handle confidential business and customer information responsibly.

Educational Qualification & Experience

- Graduate in any stream / B.Tech Mechanical
- 2–5 years of experience in CRM, MIS, Back-End Operations, Data Management, Sales/Service Coordination or a related role will be preferred.
- Candidates with strong experience in Excel, CRM software and MIS reporting will be given preference.

Preferred Technical Skills

- MS Excel / Google Sheets
- CRM Software
- MIS Reporting
- Data Cleaning & Validation
- Dashboard & Report Preparation
- Basic Data Analysis
- MS Word & PowerPoint
- Email & Internet Applications

Key Performance Areas (KPA)

- CRM data accuracy and timely updating
- Daily/weekly/monthly MIS reporting
- Data processing and verification
- CRM activity tracking
- Sales & Service data coordination
- Customer database management
- Report accuracy and timely submission
- Follow-up and pending activity tracking
- Data confidentiality and documentation

Job Type: Full time

Pay: ₹18,000.00 - ₹25,000.00 per month

Benefits

- Cell phone reimbursement
- Health insurance
- Internet reimbursement
- Life insurance
- Provident Fund

Application Question(s):
- Do you have a Bike and valid Driving License ?
- Do you have a experience in Back End operations or in CRM Support ?
- Are you comfortable in our salary criteria ?
- How many years of experience do you have in CRM/Back end operations ?

Work Location: In person

📌 CRM MIS Executive (Patna)
🏢 Bhushan International
📍 Patna