CRM Executive

JD 2 — CRM Calling Executive

Level: L1–L3Reports to: CRM ManagerLocation: [Office Location]Employment: Full-time, On-rollOpenings: 5

Role Summary

Manage an assigned portfolio of Pranav Creations clients through regular calls and personalised communication. Maintain updated client information, identify business opportunities and coordinate interested clients with the appropriate sales team.

Key Responsibilities

Client Calling & Engagement

• Work on the daily calling list assigned by the CRM Manager.
• Contact assigned clients regularly and maintain consistent communication.
• Follow up with new leads promptly after assignment.
• Understand client requirements, upcoming occasions and buying interests.
• Share relevant new arrivals, collections, schemes and store updates.
• Maintain a warm and professional relationship with clients.

CRM Updates

• Record the outcome of every client interaction in the CRM.
• Update client preferences, occasions, preferred contact time and communication channel.
• Maintain accurate notes regarding client requirements and follow-ups.
• Ensure pending follow-ups are completed within the required timelines.

Lead & Sales Coordination

• Identify clients showing purchase interest and connect them with the appropriate sales team.
• Route clients to Inside Sales for phone/WhatsApp-based requirements or to In-Store Sales for store visits, as applicable.
• Provide complete and accurate client information during hand-offs.
• Follow up on transferred clients where required and update the CRM accordingly.

Client Follow-up

• Attempt unreachable clients at suitable alternate times.
• Escalate difficult-to-reach or important clients to the CRM Manager.
• Follow up on client enquiries and recurring requirements.
• Share client feedback, complaints and common requests with the CRM Manager.

Compliance & Data Discipline

• Follow approved calling and communication practices.
• Do not contact clients who have opted out or are listed in the suppression list.
• Maintain confidentiality of client information.
• Follow CRM processes and documentation standards.

Qualifications & Experience

• 12th pass minimum; graduate preferred.
• 0–3 years of experience in customer service, client relationship management, tele-calling or retail.
• Freshers with strong communication skills may be considered at entry level.
• Experience in retail, ethnic wear, apparel, lifestyle or wholesale businesses will be an advantage.

Skills

• Warm, courteous and professional telephone manner.
• Good communication skills in Hindi and English; regional language is an advantage.
• Strong listening and interpersonal skills.
• Patient and customer-focused approach.
• Comfortable handling regular outbound calls and follow-ups.
• Basic computer skills with ability to use CRM, dialler and WhatsApp Business.
• Good typing and data-entry skills.
• Strong discipline in maintaining accurate client records.

Interested candidates are requested to email their updated resume to [email protected] for consideration.

Pay: ₹11,125.43 - ₹32,876.08 per month

Work Location: In person