CRM Executive

Shri Bhagwati Machines

Pune0–3 yrs2h agovia Naukri

About the Role

This role focuses on lead generation, customer relationship management, and supporting sales efforts.

Key Responsibilities

  • Generate potential customer leads through Meta, IndiaMART, AJIO, TradeIndia, Justdial, and ExportersIndia portals.
  • Manage customer relationships and handle leads and enquiries from various business portals.
  • Conduct telecalling and regular follow-ups.
  • Update CRM records.
  • Coordinate with internal teams to resolve customer queries.
  • Track pending enquiries and support sales conversion.
  • Ensure customer satisfaction and business growth.
  • Handle leads and enquiries from specified portals.
  • Achieve qualified lead targets.
  • Record lead handling metrics: number of leads handled, qualified lead target achievement, and response time.
  • Make customer calls, follow up on enquiries and quotations, and track pending leads.
  • Track daily call completion, on-time follow-ups, and customer response rate.

Requirements & Tech Stack

  • Basic technical knowledge of CRM systems and online business portals.
  • Good telecalling and customer follow-up skills.
  • Ability to handle customer enquiries and resolve basic queries professionally.
  • Good verbal communication and interpersonal skills.
  • Basic computer knowledge, including MS Excel and data entry.
  • Ability to maintain customer records and manage follow-up schedules.
  • English communication is mandatory.
  • Basic computer knowledge.
  • Working knowledge of Google Sheets.
  • Basic knowledge of ERP software.
  • Familiarity with handling telecalling software and dialer systems.
  • Ability to maintain customer records and update follow-up details accurately.
  • Good behaviour, a positive attitude, and professional office etiquette.
  • Maintain respectful and polite communication with customers and colleagues.

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