Customer Relations Specialist

Job Description (JD) CRM Executive (Female Candidate Only)

Company: Saraswati Electricals LLP

Department: Sales & Customer Relationship Management

Position: CRM Executive

Reporting To: Director / Sales Head

Gender Preference: Female Candidate Only

Job Purpose: To manage customer relationships, conduct regular client visits, maintain CRM records, coordinate with internal teams, and ensure high levels of customer satisfaction and business retention.

Key Responsibilities

·        Visit customers regularly to strengthen relationships and understand their requirements.

·        Manage key customer accounts and maintain long-term business relationships.

·        Maintain and update customer data in the CRM system.

·        Track inquiries, quotations, orders, dispatches, and customer feedback.

·        Coordinate with sales, accounts, logistics, and operations teams.

·        Conduct timely follow-ups with existing and prospective customers.

·        Generate daily, weekly, and monthly MIS and CRM reports.

·        Monitor pending quotations, order status, and payment follow-ups.

·        Handle customer concerns and ensure prompt resolution.

·        Support customer retention, cross-selling, and relationship-building initiatives.

·        Maintain accurate documentation and communication records.

·        Represent the company professionally during customer meetings and site visits.

Key Performance Indicators (KPIs)

·        Number of customer visits conducted per month.

·        Customer satisfaction and retention rate.

·        Follow-up completion rate.

·        CRM data accuracy and record maintenance.

·        Timely closure of customer issues.

·        Timely submission of MIS reports.

Required Qualifications & Experience

·        Graduate in any discipline; MBA preferred.

·        1–3 years of experience in CRM, customer relationship management, sales coordination, or client servicing.

·        Willingness to travel for customer visits and meetings.

Skills Required

·        Excellent communication and presentation skills.

·        Strong client relationship management abilities.

·        Good knowledge of MS Excel, Word, and CRM software.

·        Reporting and data management skills.

·        Problem-solving and customer-focused approach.

·        Professional personality with the ability to interact confidently with clients.