Customer Relationship Executive

7 days ago

Chennai, Tamil Nadu, India Valam Solutions Full time ₹ 2,00,000 - ₹ 6,00,000 per year

Title: Customer Relaonship Executive

Location: Chennai

Department: Customer Service / Sales Support

Key Responsibilies

  1. Enquiry & Lead Management

o Handle all incoming customer enquiries via phone, email, or walk-ins.

o Maintain enquiry records and update CRM/lead tracker.

o Ensure mely follow-up on all leads and convert them into sales opportunies.

  1. Order & Documentaon Process

o Coordinate with sales team for order confirmaon.

o Prepare and send quotaons and invoices to customers.

o Maintain stock reports in coordinaon with the inventory team.

  1. Payment Coordinaon

o Follow up with customers for mely payment collecons.

o Send payment reminders and confirmaons.

o Share payment acknowledgements with the Accounts Department for reconciliaon.

  1. Dispatch & Delivery Coordinaon

o Work closely with the dispatch/logiscs team to ensure mely delivery of products.

o Track order status and keep customers updated.

o Resolve any delivery-related queries or issues.

  1. Installaon & Service Follow-up

o Coordinate with the service/technical team for installaon scheduling.

o Confirm successful installaon with customers.

o Follow up post-delivery for customer feedback and service requirements.

  1. Customer Relaonship & Retenon

o Maintain a strong relaonship with exisng customers for repeat business.

o Address customer queries, complaints, and escalate unresolved issues to the

concerned department.

o Conduct regular follow-ups for prevenve maintenance and service reminders.

  1. Reporng & Coordinaon

o Prepare daily/weekly reports on enquiries, leads, payments, and service status.

o Share updates with the Sales/Operaons Manager regularly

o Ensure smooth communicaon between Sales, Accounts, Dispatch, and Service

teams.

Key Skills Required

  • Strong communicaon & interpersonal skills
  • Good knowledge of MS Office / CRM tools
  • Time management & multasking ability
  • Customer-focused approach with problem-solving skills
  • Basic understanding of invoicing and payment follow-up

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