CRM Executive

Job Summary

Diago Finance is looking for a proactive and detail-oriented CRM Executive / Customer Relationship Executive to manage client relationships, maintain accurate CRM records, coordinate with the sales team, and ensure timely follow-ups with prospective and existing clients.

The ideal candidate should have good communication skills, strong follow-up abilities, and a customer-focused approach.

Key Responsibilities

Manage and update client information, leads, and follow-up activities in the CRM system.

Ensure every lead is recorded, contacted, tracked, and updated with the next action.

Follow up with prospective and existing clients through calls, WhatsApp, and email.

Coordinate with the sales team to ensure timely client communication and lead progression.

Track client requirements, appointments, presentations, account openings, and activations.

Maintain daily CRM records, sales activity reports, and MIS reports.

Monitor pending follow-ups and ensure timely action by the concerned team members.

Support the sales team in improving lead conversion and client engagement.

Coordinate with internal teams to resolve client queries and documentation requirements.

Prepare daily and periodic reports on lead status, follow-ups, and sales activities.

Requirements

Graduate in any discipline. MBA or a related qualification is an advantage.

0–3 years of experience in CRM, customer relationship management, sales coordination, banking, financial services, or fintech.

Good verbal and written communication skills.

Basic knowledge of MS Excel, email, and CRM systems.

Strong organizational skills and attention to detail.

Ability to manage multiple leads and follow-ups.

Positive attitude, willingness to learn, and ability to work in a team.

Preferred Skills

Customer Relationship Management

CRM Software

Lead Management

Client Follow-up

Sales Coordination

MS Excel and MIS Reporting

Communication Skills

Data Management

Customer Support

Key Performance Areas

Accuracy and timely updating of CRM records.

Completion of scheduled client follow-ups.

Timely handling of pending leads and client requirements.

Quality of coordination with the sales team.

Accuracy and timely submission of daily MIS reports.

What We Offer

Salary up to ₹25,000 per month, based on experience.

Afternoon lunch provided.

Opportunity to develop skills in CRM and financial services.

Supportive and professional work environment.

Career growth opportunities based on performance.

How to Apply

Interested candidates can apply through Indeed with their updated resume. Shortlisted candidates will be contacted for an interview.

Pay

₹20,000.00 - ₹25,000.00 per month

Benefits

Food provided

Work Location

In person