CRM Executive Duties & Responsibilities
Sample responsibilities for this position include :
Highly numerate with excellent proficiency in Microsoft Excel
Support the Senior CRM manager to define and develop the retention strategy roadmap and budget that will achieve targets and KPIs
Ensuring that client information is most updated in CRM tools
Lead regular status meetings and glean field input through regular connects
Develop further as professional sales rep by acquiring working knowledge and selling techniques
Proficient in Zoho and Excel prefered
Work closely with operations and product managers to effectively prioritize projects to fit business needs
Follow standard practices keeping data organized readable maintainable and documented
Remain current on new and updated information
Manage the sending of the Quarterly connects and other marketing invitations to client
Bright and willing to learn
Required Skills :
Post : Finance executive Qualification required : B. Com or M. Com Location : Nariman point Skills required : Working knowledge of Tally Prime latest version MS excel and Word Job Description : 1. Documentation for Finance work CC / OD / Term Loan / Home Loan application cum renewal LC / BG documentation 2. Handling Exim compliances SB / BOE submission Advance licence EPCG application and redemption 3. Followup with concerned consultant for requisite certificates (for e.g. Solvency certificate CA certificate CE certificate) 4. Assisting in basic audit requirements
Required Education : BE
Key Skills
General Insurance,Corporate Sales,Cost Estimation,Benefits & Compensation,Heavy Equipment,AC Maintenance
Employment Type : Full Time
Experience : years
Vacancy : 1
Monthly Salary Salary : 20000 - 20000
Order Management • Mumbai, Maharashtra, India