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