Client Relationship Executive

Job Overview

We are seeking a Client Relationship Executive to efficiently manage and refine customer and lead data within Zoho CRM. The role involves handling leads originating from various platforms including IndiaMART, WhatsApp, websites, email, and phone calls.

Key Responsibilities

• Regularly update and manage customer and lead information in Zoho CRM.
• Process and assign leads from diverse sources to sales executives and track their follow-up activities.
• Monitor quotations, inquiries, orders, and customer communications closely.
• Maintain classification of leads into Hot, Warm, and Cold categories and schedule subsequent follow-up dates.
• Liaise with sales and purchase departments to accommodate customer requirements.
• Prepare and deliver daily and weekly CRM and sales performance reports.
• Identify delayed or missed follow-ups and take prompt corrective measures to ensure timely contact.

Qualifications and Skills

• Strong communication and coordination capabilities.
• Basic proficiency with CRM systems and Microsoft Excel.
• Excellent organizational skills combined with a proactive follow-up approach.
• Preferred experience in CRM, inside sales, or customer support roles.
• Fresh graduates with effective communication skills are encouraged to apply.