CRM Executive

We are looking for a responsible, organized, and customer-focused CRM Executive to manage customer communication, payment follow-ups, order coordination, jobber follow-ups, and customer relationships.

• Key ResponsibilitiesHandle customer enquiries through phone, WhatsApp, and email.
• Regularly follow up with new and existing customers.
• Maintain and update customer details, enquiries, and follow-up status in CRM software.
• Follow up on quotations, pending enquiries, and customer orders.
• Regularly follow up with customers for pending payments and outstanding amounts.
• Maintain proper records of customer payment commitments and follow-up dates.
• Coordinate with Sales, Designing, Production, Accounts, and Dispatch teams.
• Keep customers updated about order status, production progress, dispatch, and delivery.
• Coordinate and follow up with jobbers, vendors, and outside suppliers for pending work.
• Track job work sent outside and ensure timely completion and return.
• Follow up with jobbers regarding production status, delays, quality issues, and delivery commitments.
• Maintain records of jobber-wise pending work and expected completion dates.
• Escalate delayed customer payments, delayed job work, or critical order issues to management.
• Handle customer complaints and coordinate for quick resolution.
• Follow up with old customers for repeat business and new requirements.
• Maintain proper records of calls, WhatsApp communication, follow-ups, and customer commitments.
• Prepare daily and weekly CRM reports for enquiries, orders, payments, pending follow-ups, and jobber status.
• Ensure that no important customer, payment, order, or jobber follow-up is missed.
• Required SkillsGood communication and customer-handling skills.
• Strong follow-up and coordination skills.
• Good negotiation and payment follow-up skills.
• Ability to coordinate with customers, internal teams, jobbers, and vendors.
• Basic knowledge of MS Excel / Google Sheets.
• Comfortable using CRM software, WhatsApp, and email.
• Good Hindi communication; basic English required.
• Bengali communication will be an advantage.
• Good record-keeping and reporting skills.
• Organized, responsible, and detail-oriented.
• Ability to handle multiple customers, orders, and follow-ups simultaneously.
• Problem-solving attitude and ability to handle pressure.

QualificationGraduate preferred.

Experience1–3 years of experience in CRM, Customer Service, Sales Coordination, Payment Follow-up, Telecalling, Vendor Coordination, or Client Relationship Management preferred.

Preferred Candidate should be proactive, disciplined in follow-ups, polite with customers, comfortable with payment recovery follow-ups, and capable of coordinating with internal teams as well as outside jobbers/vendors.