The CRM Executive is responsible for managing end-to-end order processing, coordination with production and dispatch teams, preparation of sales-related documents, and follow-up on pending payments. The role ensures accurate order execution, timely communication between departments, effective customer support, and systematic reporting to management, thereby supporting smooth sales operations and customer satisfaction.
Key Responsibilities
Execute daily order punching and ensure accuracy of order details.
Communicate all recent orders, revisions, and priorities to the production department in real time.
Prepare and share the daily dispatch plan within defined timelines.
Track order status and maintain updated order tracking sheets.
Prepare quotations and Proforma Invoices (PI) on a daily basis.
Prepare weekly sales meeting reports and share with management.
Maintain and update sample sheets, including coordination for recent shade development (powder & liquid).
Prepare pending payment sheets on a weekly basis.
Conduct payment follow-up calls as per scheduled time slots.
Verify HDFC bank statements daily to ensure payment accuracy and reconciliation support.
Coordinate with production, dispatch, and internal stakeholders to ensure smooth order execution.
Manage daily courier dispatch activities and ensure timely shipment of documents/samples.
Support the MD and CRM function with accurate data, timely reporting, and effective communication.
Preferred Skills
Solid order punching and coordination capability
Clear communication with Production, Dispatch, and Accounts teams
Accuracy in quotations, PI, and order documentation
Ability to manage daily dispatch planning and timelines
Effective payment follow-up and statement verification
Multitasking ability under continuous daily operational workload
Attention to detail in sample, shade development, and tracking sheets
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