Customer Relationship Executive

Role

Definition

CRM is one who Supports customer by giving order status,

material status, coverts leads into revenue by Calling/discussing

with customer & Setting Up Meetings, Data Management, &
sending proposals.

Responsibility

Deliverable

1. To call customers to understand their needs &Setting up

meetings.

2. To process the order by preparing contract review, scope

of supply & dispatch requisition

3. CRM with Sales and customer for Sales Lead.

4. To maintain all enquiries, quotations and orders collected

data. Prepares and presents accurate market information

to management

5. To Manage Sales Team

6. Data Sourcing & Management

7. Develop Selling skills & business knowledge to grow into a

Business Development Executive.

Tasks &
Activities

1. Spending 5 Hours Per day on Calling customers to

understand their need and to establish their need To get

meetings for sales team.

any information the prospective client seeks about

company.

3. Being the communication bridge between the

prospective clients/customer and the Sales team to

ensure meeting details accuracy.

4. Sourcing accurate Contact Details from Online sources.

5. Making proposals.

6. Following up with customer & Sales Team about enquiry

7. Preparing scope of supply after collecting purchase order

8. Creating dispatch requisition document

with Sales & operations for smooth dispatch of material to

customer.

9. Intimate docket no. to customer and keep track of the

consignment till it gets delivered.

10. Participate in operational, tactical & strategic meeting

11. To give market feedback to Management

12. Send daily report + whatsapp message for break throughs

and break downs

13. Talking Sales Team sales matrix every week & Submitting

to Management

14. After completing setting up of 15 meetings per month,

Tele marketing executive shall accompany Sales for

Meetings.

Measuremen

t Metrics

1. To Fix 16 Meetings + 100 tele calls per week

2. To make 100 proposals per month

1. Qualification: Bachelor graduate

Competencies we are looking for

Iceberg

Elements

Attributes List

Skills 1. Excellent communication skill in English &
Hindi / Local language

2. Listening skills

3. Business development skills

4. Persuasion skills

5. Networking skills

6. Selling skills

7. Negotiation skills

8. Convincing skill

9. Rapport building skills

10. Computer skills like MS Office and Office

Tools

11. Driving skills

12. Good presentation skills;
13. Organizational and administrative skills,

including the ability to manage priorities;
14. The ability to work in a proactive and

autonomous way.

15. Leadership Quality

Knowledg

e

1. Knowledge of handling customers

2. Knowledge of making quotations

3. Knowledge of listening

4. Adequate technical Knowledge

5. Knowledge of conducting customer

interview

6. Knowledge of participating exhibition

7. Knowledge of organizing seminar

8. Knowledge how to Lead Team

9. Knowledge of Microsoft word, excel &
PowerPoint.

10. Internet usage & Data Finding.

Self-Image 1. Ethical

2. Responsible

3. Honest and sincere

4. Confident

5. Respect for time

6. Committed to goal, self

Traits 1. Organized and structured

2. Accurate and detail oriented

3. Accountable

4. Trustworthy, Honest and sincere

5. Patience

6. Persistent

7. Willingness to learn

8. Hospitable

9. Humble

10. Ta

Motives 1. detail-oriented - where minor oversights can

have huge consequences on a company’s

and client’s business.

2. Contribute to the nation building

3. Responsibility of family

4. Believer in win-win-win philosophy

5. Interest and willingness to travel

Pay: ₹18,000.00 - ₹23,000.00 per month

**Benefits**:

- Health insurance
- Paid sick time
- Provident Fund

Schedule:

- Day shift

Supplemental pay types:

- Yearly bonus

**Experience**:

- total work: 1 year (preferred)
- Customer service: 1 year (preferred)

**Language**:

- English (preferred)

Work Location: In person