MIS Executive & CRM

Job Summary

The MIS Executive CRM will manage CRM data, prepare sales MIS reports, maintain customer records, generate dashboards, support sales operations, and provide business insights for management.

Key Responsibilities

Maintain and update CRM database.

Prepare daily, weekly, and monthly MIS reports.

Track leads, quotations, follow-ups, and order status.

Create Excel dashboards and analyze sales trends.

Coordinate with Sales, Marketing, Production, and Dispatch teams.

Ensure data accuracy and timely reporting.

Maintain confidential customer records.

Skills Required

Advanced MS Excel (Pivot Tables, XLOOKUP/VLOOKUP, IF, Charts)

Google Sheets

CRM Software (Zoho/Salesforce/HubSpot)

ERP knowledge preferred

Strong analytical and communication skills

KPIs

CRM data accuracy

Timely MIS reporting

Dashboard accuracy

Lead tracking efficiency

Sales support effectivenes