OB DESCRIPTION – CRM Executive

Position Details

Designation: CRM Executive Department: Sales Reporting To: Sales Manager & Director Employment Type: Full time

1. Lead Management

• Maintain a central database of all new and existing leads.

•

Record lead source, client details, requirements and current status.

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Categorize leads based on priority, potential and business requirements.

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Ensure every lead has a defined next follow-up date.

1. Client & Follow-up Management

• Track follow-ups for new clients, existing clients and brokers.

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Monitor enquiries, samples, quotations and pending orders.

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Ensure no lead or client follow-up is missed.

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Coordinate with Sales Executives for pending follow-ups.

1. Exhibition & New Lead Management

• Maintain and track leads generated through exhibitions and other marketing activities.

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Categorize leads into

o

New Clients o

Existing Clients o

New Brokers o

Activated Brokers

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Track lead movement from Lead → Order → Repeat Order.

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Prepare follow-up lists for the Sales Team.

1. Sales Coordination & Reporting

• Collect daily/weekly updates from the Sales Team.

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Maintain sales pipeline and pending enquiry reports.

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Prepare regular reports on

o

Leads o

Follow-ups o

Conversions o

Pending activities

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Highlight inactive or high-potential leads to the Sales Head.

1. Customer Data Management

• Maintain updated client and broker information.

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Record client preferences, product requirements and previous order details.

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Keep customer data organized and easily accessible to the Sales Team.

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Ensure CRM records are properly updated after every major client interaction.

1. Sales Performance Support

• Track lead conversion and follow-up performance of Sales Executives.

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Identify pending and missed follow-ups.

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Support the Sales Head in reviewing the sales pipeline.

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Provide data required for sales meetings and performance reviews.

Job Specification

Qualification

•

Graduate / Diploma in any relevant field.

Experience

•

1–3 years of experience in CRM, sales coordination or customer management preferred.

Required Skills

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Good knowledge of MS Excel and CRM software.

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Strong follow-up and data management skills.

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Good communication and coordination skills.

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Ability to maintain accurate customer and sales records.

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Good understanding of sales processes and lead conversion.

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Detail-oriented and organized.

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Proactive and responsible approach to work.

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Ability to coordinate with multiple Sales Executives and departments.

Key Performance Areas – KRA

KRA

Performance Focus

Lead Management

Accurate and complete lead database

Follow-up Management

Timely follow-up with no missed critical leads

Exhibition Lead Management

Proper tracking from lead to order/repeat order

Sales Coordination

Timely collection of Sales Team updates

CRM Data Management

Accurate and updated customer/broker records

Sales Pipeline Reporting

Accurate pipeline, enquiry and conversion reports

KRA

Performance Focus

Sales Performance Support

Identification of pending/missed follow-ups and high-potential leads

Ideal Candidate A detail-oriented, organized and proactive CRM professional who can effectively manage the sales database, follow-up schedules, customer information, exhibition leads and sales pipeline while providing accurate information and reporting support to the Sales Manager and Director.

Pay: ₹15,000.00 - ₹22,000.00 per month

Benefits

- Cell phone reimbursement

Work Location: In person

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