Metayug Design Technology Llp
Crm Executive/ Customer relations
Skills
4 days ago
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Important information
Contract type:
Permanent
Location:
Delhi, India
Work mode:
Onsite
Published on:
21 October 2026
What they need
We are looking for a proactive and detail-oriented CRM Executive to manage leads, coordinate with clients, and support the sales process.
The ideal candidate will ensure smooth communication between customers and internal teams while maintaining accurate records in the CRM system.
Role & responsibilities :
- Lead Management
- Manage incoming leads from the website, Meta Ads, WhatsApp, email, and telephone.
- Respond promptly to customer inquiries and convert potential leads into business opportunities.
- Maintain accurate and up-to-date lead records in the CRM system.
- Customer Communication & Relationship Management
- Communicate with clients regarding product specifications, services, pricing, and delivery timelines.
- Build and maintain strong, long-term customer relationships.
- Address customer queries, resolve concerns, and provide timely updates on order status and delivery schedules.
- Quotation & Order Coordination
- Coordinate with internal teams to prepare accurate quotations and sales proposals.
- Share quotations with clients and follow up to obtain approvals and confirm orders.
- Coordinate with production and dispatch teams to ensure smooth order processing and timely delivery.
- CRM Management & Documentation
- Maintain and update customer information, lead status, follow-up schedules, and order progress in the CRM system.
- Record all client interactions, quotations, approvals, and order-related information.
- Ensure accurate documentation and systematic tracking of leads, sales activities, and customer orders.
- Sales Support & Reporting
- Support the sales team in achieving monthly and quarterly sales targets.
- Prepare sales reports, MIS, and other performance-related data as required.
- Coordinate with the marketing team on campaigns, promotions, and lead-generation activities.
- Track lead conversion, follow-up activities, and sales pipeline progress.
- Cross-Functional Coordination
- Coordinate with production, dispatch, accounts, and quality teams to ensure timely order execution and delivery.
- Communicate customer requirements, specifications, and commitments clearly to the relevant departments.
- Monitor order progress, resolve coordination issues, and ensure smooth communication between customers and internal teams.
Desired profile:
- Good communication and negotiation skills
- Basic understanding of sales processes
- Proficiency in CRM tools
- Knowledge of MS Excel, Word, and email communication
- Strong follow-up and coordination skills
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