CRM (Customer Relationship Management)

Department: Sales / Customer Relations

Location: Pisoli, Pune

Experience: 1 To 3 Years

Employment Type: Full-Time

Job Purpose To ensure smooth order coordination, material dispatch, logistics, customer communication and payment follow-up, while maintaining strong relationships with customers and internal stakeholders.

Key Responsibilities

- Coordinate material dispatches as per customer requirements and delivery schedules.
- Plan and coordinate logistics, transportation and delivery with internal teams and transporters.
- Track shipments and provide timely delivery updates to customers and stakeholders.
- Coordinate with Production, Stores, Accounts, Sales and Dispatch teams for smooth order execution.
- Follow up with customers and relevant stakeholders for pending payments and outstanding receivables.
- Maintain accurate records of orders, dispatches, deliveries, invoices and payment status.
- Handle customer queries related to orders, deliveries, documentation and payments.
- Ensure timely sharing of invoices,



e-way bills, delivery challans and other required documents.
- Monitor pending deliveries, delayed orders and payment issues and escalate them to management when required.
- Maintain regular communication with customers to ensure customer satisfaction and timely closure of issues.
- Prepare regular MIS reports for dispatch, logistics, collections and pending orders.

Required Skills
- Strong communication and follow-up skills.
- Valuable coordination and organizational abilities.
- Basic understanding of logistics, dispatch and billing processes.
- Proficiency in MS Excel / Google Sheets and CRM/ERP systems.
- Strong attention to detail and ability to manage multiple follow-ups.

Key KPIs
- On-Time Dispatch & Delivery
- Payment Collection / Outstanding Follow-up
- Order & Delivery Accuracy
- Customer Query Resolution
- Logistics Cost & Coordination Efficiency

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