Customer Relationship Executive (India)

Customer Relationship Executive (India)

23 Oct
|
A1QA Opc
|
India

23 Oct

A1QA Opc

India

Hiring: Customer Relationship Executive – KAM Company: EPFO Solutions by A1QA

Job Type: Full time

Location: WORK FROM HOME

Experience: 1–3 Years Preferred

Salary: [Fixed Salary Range] + Performance Incentives (if applicable)

About the CompanyEPFO Solutions by A1QA provides professional assistance with employee PF, UAN, EPS, pension-related matters and employer statutory compliance services.

We are looking for a confident, responsible and customer-focused Customer Relationship Executive (KAM) to manage customer enquiries, convert qualified leads into paid services, coordinate with technical advisors and ensure timely case resolution.

Key Responsibilities1. Lead Handling & Customer Communication

- Handle customer leads assigned by the Pre-Sales team.
- Contact newly assigned leads within 15 minutes during working hours.
- Understand customer issues, requirements and service expectations.
- Communicate professionally through calls, WhatsApp and email.
- Explain available services, pricing and the process clearly.

2. Sales Conversion & Revenue Generation

- Convert qualified enquiries into paid customers.
- Explain service charges and address customer objections.
- Follow up with interested customers on Day 2 and Day 3.
- Maintain regular follow-ups for pending and partial payments.
- Achieve assigned conversion and revenue targets.
- Identify opportunities for additional relevant services.

3. Customer Case Management

- Take ownership of assigned customer cases from qualification through resolution or formal closure.
- Collect and verify required customer documents and information.
- Coordinate with PF/EPS technical advisors for complex issues.
- Communicate resolution plans, requirements and progress to customers.
- Ensure cases do not remain pending without appropriate follow-up.
- Escalate delayed or complicated cases to the Team Leader.

4. CRM & Daily Reporting

- Maintain accurate customer information and case status in the CRM or tracking sheets.
- Update leads, conversions, follow-ups, payments and case progress daily.
- Track Open, No Response,



Solving, Solved and Closed cases.
- Submit daily productivity and revenue reports.
- Maintain accurate records of customer communications.

5. Customer Relationship & Service Quality

- Build customer trust through professional and transparent communication.
- Handle complaints and concerns patiently.
- Provide realistic timelines without making false commitments.
- Coordinate with internal teams to ensure service continuity.
- Maintain customer confidentiality and follow company data-security procedures.
- Required SkillsStrong verbal communication and customer-handling skills.
- Experience in telecalling, inside sales, customer relationship management or client servicing.
- Good persuasion, negotiation and follow-up skills.
- Ability to manage multiple customer cases simultaneously.
- Basic computer knowledge, spreadsheets and CRM usage.
- Strong ownership, discipline and problem-solving ability.
- Preferred QualificationsGraduate in any discipline.
- 1–3 years of experience in customer service, sales or relationship management.
- Experience in PF/EPFO services, insurance, BFSI, payroll or compliance services is an advantage.
- Hindi communication required; English proficiency preferred.
- Additional regional language skills, especially Telugu, are an advantage.

PF/EPFO knowledge is not mandatory for candidates with strong customer-handling and sales skills. Role-specific training will be provided.

Performance ExpectationsThe selected candidate will be evaluated on:

- Timely first contact with assigned leads.
- Lead-to-customer conversion rate.
- Revenue generated and payment follow-ups.
- Completion of scheduled customer follow-ups.
- Accuracy of CRM and daily reports.
- Case coordination and timely resolution.
- Customer satisfaction and professional conduct.
- Why Join Us?Opportunity to develop expertise in PF, EPS and employee support services.
- Structured internal processes and technical advisor support.
- Exposure to customer relationship management, service operations and sales.
- Career growth opportunities based on performance.

Interested candidates can apply through Apna.

📌 Customer Relationship Executive (India)
🏢 A1QA Opc
📍 India

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