Job Summary

Diago Finance is looking for a proactive and detail-oriented CRM Executive / Customer Relationship Executive to manage client relationships, maintain accurate CRM records, coordinate with the sales team, and ensure timely follow-ups with prospective and existing clients.

The ideal candidate should have valuable communication skills, strong follow-up abilities, and a customer-focused approach.

Key Responsibilities

- Manage and update client information, leads, and follow-up activities in the CRM system.
- Ensure every lead is recorded, contacted, tracked, and updated with the next action.
- Follow up with prospective and existing clients through calls, WhatsApp, and email.
- Coordinate with the sales team to ensure timely client communication and lead progression.
- Track client requirements, appointments, presentations, account openings, and activations.
- Maintain daily CRM records, sales activity reports, and MIS reports.
- Monitor pending follow-ups and ensure timely action by the concerned team members.
- Support the sales team in improving lead conversion and client engagement.
- Coordinate with internal teams to resolve client queries and documentation requirements.
- Prepare daily and periodic reports on lead status, follow-ups, and sales activities.

Requirements
- Graduate in any discipline. MBA or a related qualification is an advantage.
- 0–3 years of experience in CRM, customer relationship management,



sales coordination, banking, financial services, or fintech.
- Good verbal and written communication skills.
- Basic knowledge of MS Excel, email, and CRM systems.
- Strong organizational skills and attention to detail.
- Ability to manage multiple leads and follow-ups.
- Positive attitude, willingness to learn, and ability to work in a team.

Preferred Skills
- Customer Relationship Management
- CRM Software
- Lead Management
- Client Follow-up
- Sales Coordination
- MS Excel and MIS Reporting
- Communication Skills
- Data Management
- Customer Support

Key Performance Areas
- Accuracy and timely updating of CRM records.
- Completion of scheduled client follow-ups.
- Timely handling of pending leads and client requirements.
- Quality of coordination with the sales team.
- Accuracy and timely submission of daily MIS reports.

What We Offer
- Salary up to ₹25,000 per month, based on experience.
- Afternoon lunch provided.
- Opportunity to develop skills in CRM and financial services.
- Supportive and professional work environment.
- Career growth opportunities based on performance.

How to Apply Interested candidates can apply through Indeed with their updated resume. Shortlisted candidates will be contacted for an interview.

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits

- Food provided

Work Location: In person

📌 CRM Executive (Mahalakshmi Layout)
🏢 Vitage Systems
📍 Mahalakshmi Layout