Customer Relationship Executive

Job Description

Customer Relationship Manager

Role Overview

The Customer Relationship Manager (CRM) at Treet is responsible for overseeing and enhancing all customer interactions, ensuring seamless communication between leads, dealers, and internal teams. The CRM is expected to ensure effective lead conversion by minimizing delays in pitching or lapses in follow-up and preventing the loss of deals due to inadequate efforts. Proficiency in CRM software, Excel, and a strong orientation toward both customer engagement and team supervision are essential for success in this role.

Duties and Responsibilities

Lead Management & Follow-ups

Supervise the tele calling executive(s), ensuring all leads are contacted and properly followed up.

Personally call and follow up with key potential leads to maximize conversion.

Monitor the sales team’s lead follow-up activities, ensuring timely and adequate pursuit of all opportunities.

Maintain and update lead information accurately in the CRM software.

Analyze lead conversion data to identify and reduce follow-up breaks or loss of deals due to insufficient engagement.

Sales Support & Order Processing

Generate and share accurate quotes with customers in a timely manner.

Take and process sales orders efficiently.

Facilitate connections between potential customers and dealers to enable smooth purchase fulfillment.

Customer Queries & Complaints Handling

Address and resolve customer inquiries and complaints promptly, ensuring a positive experience.

Provide thorough after-sales support to ensure long-term customer satisfaction.

Personally interact with customers to identify issues and improve service quality.

Dealer Interaction & Coordination

Collaborate with dealers to ensure smooth and efficient order fulfillment.

Keep dealers updated on new products, pricing, offers, and relevant information.

Business Development Coordination

Work closely with business development personnel, tracking and reviewing their activities for effective market expansion.

Conduct daily calls with sales executives to monitor the current position of leads, ensure timely follow-ups, and identify any lead stagnation.

Provide crucial back-office support, including the analysis and compilation of reports and customer data.

Reporting & Administrative Support

Prepare and maintain comprehensive reports on sales, receivables, lead status, and customer interactions.

Ensure accurate documentation of all communications and transactions.

Skills & Competencies

Proficiency in CRM software and Excel.

Strong tele calling skills and effective team supervision capabilities.

Excellent communication skills and the ability to build and maintain customer relationships.

Strong problem-solving and analytical skills.

Ability to monitor, guide, and improve team follow-up efforts.

Capability to work in a fast-paced environment and handle multiple priorities efficiently.

Pay

₹15,000.00 - ₹25,000.00 per month

Benefits

Flexible schedule

Work Location

In person