Crm Executive / Senior Executive

Role & responsibilities

• Manage end-to-end customer relationship activities, including onboarding, follow-ups, and after-sales support.
• Maintain and update CRM software/database with accurate customer and lead information.
• Coordinate with sales, technical, and project teams to ensure timely resolution of customer queries and complaints.
• Track customer interactions, generate reports, and provide insights to improve customer satisfaction.
• Follow up on pending payments, documentation, and project milestones with clients.
• Handle inbound/outbound customer calls, emails, and other communication channels.
• Prepare MIS reports on customer engagement, complaint resolution, and CRM performance metrics.
• Support customer retention strategies and upselling/cross-selling opportunities.
• Ensure compliance with company policies and quality standards in all customer interactions.

Required Skills & Qualifications

• Graduate in any discipline (BBA/MBA preferred).
• 3-5 years of relevant experience in CRM/customer relations, preferably in the solar or renewable energy sector.
• Proficiency in CRM software (Salesforce, Zoho, or similar tools).
• Strong communication and interpersonal skills.
• Good command of MS Excel, Word, and PowerPoint.
• Ability to multitask and manage priorities in a fast-paced environment.
• Problem-solving attitude with a customer-first approach.

Preferred candidate profile

• Prior experience in the solar EPC/solar equipment manufacturing industry.
• Knowledge of solar project lifecycle (sales to commissioning) is an added advantage.