CRM Executive

1 week ago


Bengaluru Karnataka, India Placenest Services Private Limited Full time

**Key Responsibilities**
- Process and manage customer orders using **SAP and Tally** systems
- Communicate directly with customers to understand requirements and ensure satisfaction
- Maintain and update **customer records**, verify **KYC and GST details**:

- Schedule **demo visits** and coordinate with field executives
- Support internal teams with **order and customer data coordination**:

- Prepare and maintain reports using **Excel and Google Sheets**

**Requirements**:

- 2-5 years of experience in **CRM, order management, or customer service**:

- Proficiency in **SAP, Tally, Excel, and Google Sheets**:

- Strong verbal and written communication skills
- Ability to manage multiple tasks and prioritize effectively
- Experience in **client interaction, payment follow-ups**, and **data verification**:

- Knowledge of **KYC/GST compliance** is a plus

**Preferred Attributes**
- Organized and detail-oriented
- Customer-focused with a problem-solving attitude
- Comfortable working in a fast-paced, team-oriented environment

**Job Types**: Full-time, Permanent

Pay: ₹30,000.00 - ₹35,000.00 per month

**Benefits**:

- Health insurance
- Provident Fund

Work Location: In person



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