Accounts/CRM Executive

2 days ago

Mohali, Punjab, India Zigsaw Full time ₹ 8,00,000 - ₹ 12,00,000 per year

Job Title:
Accounts / CRM Executive

Location:
Plot No, D152, Phase-8, Industrial Area, Sector 62, Sahibzada Ajit Singh Nagar, Punjab 160059

Experience:
1–4 years

Education:
B.Com / M.Com / CA Inter

Role Overview

We are seeking a motivated and detail-oriented Accounts/CRM Executive with a strong background in accounts and client relationship management. The role requires handling client payments, invoicing, CRM data, and identifying upselling opportunities.

Key Responsibilities

  • Follow up on client payments and manage overdue accounts.
  • Prepare and process Purchase Orders (PO), Proforma Invoices (PI), and final invoices.
  • Maintain accurate records of payments, transactions, and client communication.
  • Manage and update CRM data, track client lifecycle, and provide reports.
  • Identify upsell opportunities and engage clients to support revenue growth.
  • Act as the primary client contact for payments, orders, and service-related queries.

Desired Skills & Qualifications

  • Graduate in Business, Finance, Accounting, or related field (B.Com / M.Com / CA Inter).
  • 1–4 years of experience in accounts, CRM, or client-facing finance roles.
  • Proficiency in MS Excel, PowerPoint, and Google Suite.
  • Experience working with CRM tools.
  • Knowledge of GST and invoice compliance (preferred).
  • Strong communication, organizational, and problem-solving skills.
  • Self-motivated, sales-oriented, and capable of multitasking.

What We Offer

  • Supportive team and dynamic learning environment.
  • Growth opportunities within a fast-paced organization.
  • Negotiable salary based on profile & suitability (higher salary possible for result-oriented candidates).

Important Note:
Selected candidates must commit to a minimum
1-year duration
with the organization.

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