
CRM Executive
Shri Bhagwati Machines
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.