Job Summary : We are looking for a detail-oriented CRM Executive who will be responsible for coordinating dispatch & delivery, supporting sales operations, maintaining CRM data, tracking payments, and ensuring timely customer service. The role plays a key part in smooth internal coordination and client satisfaction.

Key Responsibilities :

1. Dispatch & Delivery Coordination

- Share docket slips and delivery timelines with clients on time.
- Track dispatched material and ensure successful delivery through follow-ups with warehouse and courier partners.

- Sales Team Attendance & Field Activity Monitoring

- Verify selfie-based attendance of the sales team.
- Maintain daily IN/OUT and visit records for field staff.

- Secondary Sales & CRM Reporting

- Update secondary sales reports regularly.
- Maintain accurate client records, follow-up status, and communication logs in the CRM system.

- Billing Verification & CN / Replacement Management

- Verify bills before dispatch.
- Coordinate with the warehouse for smooth dispatch.
- Handle replacement cases and follow up on Credit Note (CN) approvals with concerned teams.

- Payment Follow-Up & Account Tracking

- Conduct daily follow-ups for pending payments.
- Share updated accounts/collection sheets in respective groups.

- Client Query & Issue Resolution

- Address client queries promptly.




- Coordinate with internal teams for quick and effective issue resolution.

- Stock, Pricing & Information Sharing

- Follow up on stock availability, billing status, and CN approvals.
- Share updated stock reports and price lists with sales team and clients when required.

- Non-Running Client Follow-Up

- Identify inactive clients.
- Understand concerns and work towards reactivating business relationships.

- Dispatch Status & Delivery Confirmation

- Cross-check dispatch status with warehouse/courier partners.
- Update clients regularly until final delivery confirmation.

Required Skills & Qualifications :

- Experience in CRM / Sales Coordination / Operations
- Positive communication and follow-up skills
- Knowledge of billing, dispatch, and CN process
- Hands-on experience with CRM software, Excel, and reporting
- Ability to multitask and coordinate with multiple teams
- Strong attention to detail and documentation

Preferred Profile :

- 1-3 years experience in CRM, back-office sales support, or operations
- Experience in FMCG / Distribution / B2B sales support (preferred)

Job Types : Full-time, Permanent

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

Benefits :

- Cell phone reimbursement
- Leave encashment
- Paid sick time
- Provident Fund

Work Location: In person

📌 Customer Relationship Executive (Delhi)
🏢 toreto retail
📍 Delhi