Job DescriptionTrade Alert – WhatsApp & Client Data Management Executive

Company: Trade Alert

Department: Client Relations / Business Support

Experience: 1–3 Years

Location: Ahmedabad

Employment Type: Full-Time

About the Role

Trade Alert is looking for a highly organised and proactive WhatsApp & Client Data Management Executive to manage our business communication, WhatsApp groups, client database, and regular follow-ups.

The ideal candidate should have excellent English communication skills, strong follow-up ability, good knowledge of MS Excel/Google Sheets, and the discipline to maintain accurate and updated client information.

Key Responsibilities

1. WhatsApp Group Management

Manage and monitor Trade Alert WhatsApp groups professionally. Share approved business updates, trade opportunities, announcements, and relevant information on time.

Maintain proper communication and engagement within groups.

Respond to basic client/member queries and coordinate with the concerned team when required.

Ensure communication is professional, clear, and error-free.

Maintain proper records of important conversations and enquiries.

1. Client Database Management

Create and maintain a structured database of clients, prospects, companies, contacts, and business enquiries. Regularly update client information, contact details, company profiles, requirements, and follow-up status.

Maintain accurate records in MS Excel / Google Sheets / CRM.

Ensure there are no duplicate or incomplete records.

Categorise clients according to industry, location, business type, requirement,



and status.

1. Client Follow-Up

Conduct regular follow-ups with clients through WhatsApp, calls, and email. Maintain a daily and weekly follow-up schedule.

Record every important follow-up and update the next action/date.

Coordinate with the sales/business development team for pending enquiries.

Ensure no important lead or client follow-up is missed.

1. Reporting & Data Tracking

Prepare daily and weekly follow-up reports. Maintain lead status such as:

New Lead

Contacted

Interested

Follow-Up Required

Meeting Scheduled

Proposal/Details Shared

Converted

Not Interested

Future Opportunity

Track pending follow-ups and ensure timely action.

Prepare basic Excel reports and summaries for management.

Required Skills

Excellent written and spoken English is mandatory.

Strong WhatsApp and professional communication skills.

Good knowledge of MS Excel and Google Sheets.

Strong data-entry and data-management skills.

Excellent follow-up and coordination skills.

Good attention to detail.

Ability to maintain confidential business information.

Good organisational and time-management skills.

Ability to communicate professionally with clients and business contacts.





Basic knowledge of email communication is required.

Preferred Excel Skills

Candidate should be comfortable with:

Sorting & filtering

Data formatting

Basic formulas

VLOOKUP/XLOOKUP

COUNTIF/COUNTIFS

Data validation

Duplicate removal

Maintaining follow-up trackers

Creating basic reports

Ideal Candidate

We are looking for someone who is:

Organised | Responsible | Professional | Positive in English | Detail-Oriented | Strong in Follow-Up | Data-Savvy | Proactive The person should not simply maintain data; they should take ownership of the database and follow-up process and ensure that every important client, enquiry, and opportunity is properly tracked.

Key Performance Indicators (KPIs)

Accuracy and completeness of client database

Daily follow-up completion

Number of pending follow-ups

Response and communication quality

WhatsApp group management

Timely updating of client records

Quality of daily/weekly reports

Reduction in missed follow-ups

Proper tracking of leads from enquiry to closure

Education

Graduate in any discipline.

Candidates with experience in B2B sales support, client servicing, business development, exhibitions, trade associations, media, or corporate communication will be preferred.

Apply

Interested candidates can share their CV along with current salary, expected salary, notice period, and relevant experience.

Work Location: In person

Pay: ₹10,733.77 - ₹25,000.00 per month

Work Location: In person

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