Job Description – CRM & Business Development Executive

Department: Business Development & Operations
Designation: CRM Executive
Location: Kochi

Role Overview

The CRM Executive will be responsible for connecting with potential clients, generating business opportunities, scheduling meetings, following up with prospects, and converting leads into clients.

Apart from business development, the candidate will also act as an internal work coordinator, ensuring smooth communication between departments, proper task allocation, timely execution, and regular follow-ups on ongoing projects.

Key Responsibilities

1. Business Development & Client Relationship Management

- Identify and connect with potential clients through calls, emails, LinkedIn and other channels.
- Introduce the agency's services and generate business enquiries.
- Schedule appointments and arrange business meetings with prospective clients.
- Follow up with potential clients and convert business opportunities into paying clients.
- Attend client meetings whenever required.
- Understand client requirements and coordinate with the internal team to prepare proposals.
- Maintain regular communication with existing clients and build long-term relationships.
- Maintain and update the CRM database, lead status and follow-up records.

2. Internal Coordination & Work Management





- Act as a coordination point between different departments.
- Coordinate daily work allocation and ensure tasks are assigned to the respective team members.
- Follow up with team members on assigned tasks and project deadlines.
- Track the progress of ongoing client projects and ensure timely delivery.
- Coordinate with the creative, content, digital marketing and other teams.
- Identify work delays and communicate them to the management.
- Ensure proper internal communication and smooth workflow between departments.
- Prepare daily work updates and share project status reports with management.

Required Skills

- Good communication and interpersonal skills.
- Confidence in making business calls and interacting with clients.
- Valuable negotiation and follow-up skills.
- Ability to coordinate with multiple departments.
- Strong organisational and time-management skills.
- Basic understanding of digital marketing and advertising services will be an advantage.
- Knowledge of MS Excel, Google Sheets and CRM tools.
- Ability to manage multiple responsibilities independently.

Preferred Candidate

- Experience in sales, business development, CRM or client coordination is preferred.

Pay: ₹15,000.00 - ₹30,000.00 per month

Work Location: In person

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