CRM Executive

Role Overview

The CRM Executive will oversee the entire customer relationship management operations, ensuring smooth lead allocation and comprehensive follow-ups. This role involves managing communications and coordination across sales, finance, legal, and project departments while maintaining accurate customer and booking records.

Key Responsibilities

• Administrate and track the full CRM workflow from lead assignment to deal closure.
• Distribute leads efficiently among Sales Executives and Channel Partners.
• Monitor all customer interactions including inquiries, site visits, bookings, and final closures.
• Maintain continuous follow-up with customers to build and nurture relationships.
• Collaborate closely with Sales, Finance, Legal, and Project teams to align processes.
• Ensure meticulous record-keeping for customers, including booking forms, agreements, and payment details.
• Track payment deadlines and issue timely reminders to customers.
• Address customer complaints and manage escalation resolutions effectively and professionally.
• Keep detailed logs of bookings, registrations, possessions, and all relevant documentation.
• Prepare and submit MIS reports daily, weekly, and monthly.
• Evaluate sales outcomes and track lead conversion statistics.
• Provide training for the sales team on CRM procedures and enforce adherence to SOPs.
• Drive efforts to enhance customer satisfaction and retention through outstanding service delivery.

Required Qualifications and Skills

• Strong communication and interpersonal skills essential for engaging customers and teams.
• Expertise in managing customer interactions and negotiations effectively.
• Demonstrated leadership and capability in managing teams.
• Proficiency with CRM systems and Microsoft Excel for data management.
• Well-developed analytical skills to generate and interpret detailed reports.
• Ability to juggle multiple projects while meeting tight deadlines.
• Sound judgment with well-honed problem-solving and decision-making abilities.