
Customer Relationship Executive
6 days ago
**CRE - Tasks**
**Note: The assigned tasks are provided below which are not limited to the proposed activities but the activities and duties currently taking place among the team members has to be reported, which has to be abbreviated and recorded in the task list whenever noticed. The authority to modify the task list is restricted to OM and MD. As a part of managing the clients efficiently and to promote the sales activities without interrupting the Company’s monthly target, we hereby categorised the whole team into three groups and they are as follows;**
- Deal with the existing customers as well as extension of sales to the new customers (Selling, upselling & cross selling)
**Duties and responsibilities of the respective team are listed below;**
1. At least 2 demonstrations has to be arranged in a day
2. Target call count for the day will be 40 and it comprises customer satisfactory, cross selling and new selling calls
3. Versatility has to be shown in the marketing and sales which means the team member is responsible to promote the sales of the entire products
4. The enquiry and customer enquiry should be timely and properly updated, dispute raised on this among Customer Relations team would be treated as negligence in work, which leads to the implication of negative marks in the records
5. The information and the document pertain to an organization should be properly arranged in a folder and it must be saved in DSRV
6. The team member has to take care about the customers once the sales made.
7. All the documentation pertains to the customers has to be carried out
8. Collection of payments as much as mentioned in the quotation
9. All the reports, excel sheet, documentation etc should be prepared and updated
10. AMC promotion and collection
11. Collection of service charge, renewal and others
12. The pending sales/green list should be readily available and furnish it whenever required
13. Create detailed business plans designed to attain predetermined goals and quotas
14. Manage the entire sales cycle from finding a client to securing a deal
15. Unearth new sales opportunities through networking and turn them into long-term partnerships
16. Present products to prospective clients
17. Provide professional after-sales support to maximize customer loyalty
18. Remain in regular contact with your clients to understand and meet their needs (Mandatory to make at least 1 call per customer in a month)
19. Respond to complaints and resolve issues to the customer’s satisfaction and to maintain the company’s reputation
20. Negotiate agreements and keep records of sales and data
21. Make sure the installation activities are following the given procedure
22. Continuously upgrade the product knowledge to provide the clients a better after sales experience and to promote sales
23. Ensure that customer is happy and Customer is maintained
24. Check with customers if they are using all the purchased product
25. Check with customers if they are facing any issues. If yes, involve the support team to fix it.
26. Check with customers if there are any changes in the organization
27. Roles within the organization and who is the latest IT chief
28. Identify new requirements
29. AMC and Online Module renewal
30. Payment Collection
31. Lead Generation
- Find the leads
- First, call the leads
- Follow-up the leads
- Sign-off the leads to customers
- within three months
**Terms & Conditions**
1. The Enquiry list would get redistributed to others on unsatisfactory performance or if it is not converted to sales in 3 months
2. The above would be applicable to customer list as well
3. Monthly target has to be declared before 1st working day in a month
4. The pending sales/green list should be readily available and furnish it whenever required. The list may get redistributed to others if the performance is under satisfactory or if it is not getting converted into sales within 3 months
5. The organizations which are under the status of terminated or stop usage would be redistributed to others
**Salary**: ₹8,000.00 - ₹15,000.00 per month
Schedule:
- Day shift
**Experience**:
- total work: 1 year (preferred)
Ability to Commute:
- Trichur, Kerala (preferred)
Work Location: In person
**Speak with the employer**
+91 7356652999
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