CRM Executive

1. Client Coordination

• Act as a single point of contact for assigned retail clients and project locations
• Coordinate with retail outlet owners, site supervisors, and internal teams
• Share project updates, schedules, and confirmations with clients regularly
• Handle routine client queries related to installation, dispatch, inspection, and billing

Project & Site Support

• Track site readiness, installation schedules, and daily work status
• Coordinate with project engineers and supervisors for execution updates
• Maintain site-wise records (location, contact details, status, issues)
• Follow up on pending actions such as inspection dates, approvals, and handovers

Documentation & Reporting

• Maintain and update CRM / Excel / Google Sheet trackers
• Prepare and circulate daily / weekly project status reports
• Record client communications, site feedback, and escalation notes
• Assist in preparation of basic documents such as work completion details, photographs, and reports

Internal Coordination

• Liaise with Production, Dispatch, Accounts, and Installation teams
• Coordinate dispatch schedules, LR details, and delivery confirmations
• Support Accounts team with data required for invoicing and payment follow-ups

Issue Tracking & Escalation

• Log site-level issues, delays
• Follow up for resolution with concerned internal teams
• Escalate unresolved issues to seniors with proper documentation

Compliance & Professional Conduct

• Follow company communication protocols and reporting formats
• Maintain professional etiquette in calls, emails, and WhatsApp coordination
• Ensure data confidentiality and accuracy

Required Skills & Competencies Technical / Functional Skills

• Working knowledge of MS Excel / Google Sheets

Required Skills & CompetenciesTechnical / Functional Skills

• Basic knowledge of retail / RVI / signage / installation workflows (preferred)
• Working knowledge of MS Excel / Google Sheets
• Ability to maintain trackers and structured reports
• Basic email drafting and professional communication skills

Behavioural Skills

• Good verbal and written communication
• Strong follow-up and coordination skills
• Organized, detail-oriented, and disciplined
• Ability to work under deadlines and handle multiple sites

Educational Qualification

• B.Tech / Diploma in Mechanical (Mandatory)

Experience

• 0–2 years experience in CRM, coordination, operations, or site support
• Freshers with good communication and learning ability may also apply

Job Type: Full-time

Pay: ₹14,000.00 - ₹17,000.00 per month

Benefits:

• Cell phone reimbursement

Work Location: In person