Job Summary

We are looking for an experienced Assistant Manager – CRM to oversee customer relationship management activities, supervise the telecalling team and field executives, and support sales operations. The role involves monitoring team performance, managing customer enquiries, coordinating sales activities, tracking billing and collections, and ensuring effective customer communication and follow-ups.

Key Responsibilities

1. Team Management and Performance Monitoring

- Supervise and coordinate the daily activities of the telecalling team and Business Development Executives (BDEs).

- Monitor daily productivity and ensure telecallers complete a minimum of 30 customer calls per day.

- Ensure BDEs complete a minimum of 8 customer visits per day.

- Monitor call quality, team performance, follow-ups, and conversion rates.

- Guide team members in handling customer enquiries, negotiations, and potential sales closures.

- Track daily, weekly, and monthly team performance.

2. Sales Coordination and Reporting

- Conduct daily morning meetings and maintain meeting records.

- Coordinate with the sales team through regular conference calls and updates.

- Prepare and share daily, weekly, and monthly performance reports with management.

- Maintain meeting minutes and follow up on pending tasks.

- Coordinate with internal departments to ensure smooth sales operations.

- Maintain accurate customer interaction records and visit schedules in the CRM system.

3. Billing and Collection Management

- Prepare monthly billing and collection plans.

- Monitor billing and collection performance against monthly targets.

- Coordinate with the relevant teams for payment follow-ups and pending collections.





- Obtain daily dispatch updates from the Back Office Coordinator.

- Track pending quotations, customer visits, and payment-related activities.

4. Quotation and Customer Relationship Management

- Coordinate with telecallers to prepare and update customer quotations.

- Ensure quotations are accurate and shared with customers on time.

- Obtain management approval for special pricing and credit terms.

- Make outbound calls to customers for appointment scheduling and project follow-ups.

- Handle customer enquiries and coordinate with relevant teams to resolve customer concerns.

- Identify potential customer leads through newspapers and other sources and update them in the CRM system.

5. Field Visit and Dispatch Coordination

- Monitor and maintain field executive visit schedules.

- Track monthly and quarterly customer visit performance.

- Coordinate dispatch activities by sharing driver details and tracking material deliveries.

- Maintain visit dashboards and performance reports.

- Provide regular updates to management on completed visits, pending activities, and sales performance.

Requirements

- Relevant experience in CRM, sales coordination, team management, or customer relationship management.

- Experience in supervising telecalling teams and field sales executives.

- Good communication and team coordination skills.

- Ability to monitor sales targets, billing, and collection activities.

- Knowledge of CRM software, MS Excel, and reporting tools.

- Solid follow-up, problem-solving, and negotiation skills.

- Ability to prepare and maintain daily, weekly, and monthly reports.

- Good organisational and time management skills.

Pay: ₹14,000.00 - ₹53,000.00 per month

Benefits:

- Health insurance
- Provident Fund

Work Location: In person

📌 Assistant Manager - CRM (Ambattur)
🏢 SRI NAMBI METAL
📍 Ambattur