
CRM Executive
4 days ago
Job Description – CRM Executive (1–3 Years Experience)
Company:
Rudra Shield Private Limited
Location:
Gurgaon
Salary Range:
₹20,000 – ₹25,000 per month
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About Rudra Shield:
Rudra Shield is a trusted name in physical and electronic security solutions. Our services span CCTV installations, access control, fire safety systems, and on-demand security professionals. We are process-driven, agile, and committed to integrity, accountability, and trust.
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Position Overview:
We are seeking a CRM Executive to manage client relationships, maintain accurate records in our CRM system, and support quotation preparation. The candidate will play a key role in ensuring timely communication with clients and smooth coordination between Sales, Operations, and Finance.
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Key Responsibilities:
• Manage and update customer data in CRM tools (HubSpot/Zoho or similar).
• Track leads, opportunities, and client interactions across the sales funnel.
• Assist in creating and sending professional quotations and proposals.
• Follow up with clients for payments, renewals, and contract closures.
• Generate CRM reports for management on leads, conversion ratios, and follow-ups.
• Coordinate with sales and operations teams to ensure client requirements are accurately captured.
• Maintain service renewal schedules and send timely reminders.
• Ensure compliance with company processes for documentation and client communication.
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Required Skills & Experience:
• 1–3 years of relevant experience in CRM, Sales Support, or Customer Relationship roles.
• Hands-on knowledge of CRM tools (HubSpot, Zoho, Salesforce, or equivalent).
• Proficiency in MS Office (Word, Excel, PowerPoint) for preparing quotations and reports.
• Strong written and verbal communication in English and Hindi.
• Ability to handle client queries with professionalism and accountability.
• Organized, detail-oriented, and process-driven.
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