Customer Relationship Officer

5 days ago

Jaipur Rajasthan, India Aatish Trading Co Full time

**Key Responsibilities**:
1. **Proforma Invoice Management**:

- Prepare Proforma Invoices (PIs) for customer orders and update the Order Booking Form upon confirmation via Purchase Order (PO) or signed Proforma Invoice (PI).

2. **Order Booking Form Updates**:

- Regularly update the Booking Form in the Field Management System (FMS) to ensure accurate and up-to-date order tracking.

3. **Document Management**:

- Upload Proforma Invoices (PIs), Purchase Orders (POs), and Consignee Invoices into the Document Data Management System (DDMS) in compliance with internal processes.

4. **Customer Database Maintenance**:

- Maintain and update the Customer Database Sheet by adding new client information and making necessary edits to existing client data as required.

5. **FMS D2P Sheet Updates**:

- Ensure the FMS D2P (Delivery to Payment) sheet is updated with relevant details, such as the Telex date and payment terms for each customer order.

6. **Debit Note Creation**:

- Generate and issue customer debit notes as necessary, ensuring they adhere to company guidelines and policies.

7. **Customer Complaint & Grievance Resolution**:

- Address customer complaints and grievances promptly and effectively, ensuring high levels of customer satisfaction and resolving issues in a timely manner.

**Skills and Qualifications**:

- **Educational Qualification**: Bachelor’s degree
- **Experience**: Proven experience in a CRM or customer service-related role, preferably in an industrial or manufacturing environment.
- **Technical Skills**:

- Proficient in Microsoft Office Suite (Excel, Word, PowerPoint).
- Experience with CRM software and other internal systems like FMS, DDMS.
- **Communication Skills**: Excellent written and verbal communication skills to interact with clients and internal teams.
- **Attention to Detail**: Strong attention to detail with the ability to manage multiple tasks simultaneously.
- **Problem-Solving Abilities**: Ability to quickly resolve customer complaints and operational challenges with a solution-oriented approach.

Pay: ₹15,000.00 - ₹30,000.00 per month

**Language**:

- English (preferred)

Work Location: In person

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