Customer Relationship Executive

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.