Senior CRM Executive

Key Responsibilities :-

1. Client Relationship & Communication -

Act as the primary relationship manager for top clients.

Regularly call clients to:

o Understand their requirements and expectations

o Confirm orders timelines and service details

o Resolve issues and complaints promptly

Maintain a professional solution-oriented tone in all interactions.

English communication is acceptable at basic to moderate level ; clarity and professionalism are more important.

2. Order Management (Order Raising to Dispatch)

Receive and raise orders from clients via phone email or CRM system.

Verify order details: quantities pricing delivery location timeline special requirements.

Coordinate internally with:

o Operations / production teams

o Dispatch / logistics teams

o Finance / billing teams

Ensure that:

o Orders are correctly entered in the system

o All necessary documents (order forms approvals contracts) are collected and stored

o Dispatch is planned and executed as per agreed timelines

3. Document Invoice & Payment Handling

Prepare review and manage:

o Invoices

o Delivery challans / dispatch documents

o Order confirmations and related paperwork

Match invoices with:

o Confirmed orders

o Dispatch records

o Client agreements / contracts

Follow up on payment status:

o Track pending payments

o Contact clients for payment reminders

o Coordinate with finance for reconciliation and receipt entry

Ensure order-to-payment visibility: the person should be able to see and manage the complete journey from order raising dispatch invoicing payment.

4. CRM & Reporting

Use CRM software to:

o Maintain complete client profiles

o Log all calls orders issues and resolutions

o Track order status and payment status

Prepare regular reports for management:

o Top client order volumes

o Pending payments

o Delivery performance

o Client feedback and issues

5. Cross-functional Coordination

Work closely with:

o Sales team (for new order opportunities)

o Operations / production (for fulfillment)

o Logistics / dispatch (for timely delivery)

o Finance (for billing and payment tracking)

Act as the bridge between client and internal teams to ensure smooth execution.

Requirements

Experience

37 years in:

o CRM / Account Management

o Hospitality industry (hotel banquet event F&B etc.)

o Corporate credit card / high-value B2B client management

o Or similar roles with end-to-end order-to-payment responsibility

Skills

Strong client handling and negotiation skills.

Ability to manage multiple top clients simultaneously.

Clear understanding of:

o Order processing

o Dispatch and logistics coordination

o Invoice and payment follow-up

Good document handling: invoices orders contracts dispatch notes.

Comfortable using:

o CRM tools

o Email and phone for client communication

o Basic Excel / MS Office for reporting

Benefits

SALARY UP TO 30000/- PER MONTH

Required Skills:

Strong client handling and negotiation skills. Ability to manage multiple top clients simultaneously. Clear understanding of: o Order processing o Dispatch and logistics coordination o Invoice and payment follow-up Good document handling: invoices orders contracts dispatch notes. Comfortable using: o CRM tools o Email and phone for client communication o Basic Excel / MS Office for reporting

Required Education:

GRADUATE

Employment Type : Full Time
Experience: years
Vacancy: 1
Monthly Salary Salary: 3 - 3