CRM Executive

Kakkar Smart Energy Ventures Llp; New Delhi; On-site; INR 300,000 - 500,000; Full time

Job summary

Kakkar Smart Energy Ventures Llp is seeking a proactive CRM Executive to manage customer relationships, resolve queries, and maintain accurate customer data. The role requires strong communication, coordination, follow-up, and problem-solving abilities.

The position is full-time and on-site at the New Delhi location, with responsibilities spanning order follow-ups, payments, renewals, and cross-team collaboration to ensure a smooth customer experience.

Qualifications

• 1–5 years of CRM, customer support, or sales coordination experience.
• Graduate in any discipline.
• Excellent verbal and written communication skills.
• Ability to handle multiple customers and follow up effectively.

Responsibilities

• Manage day-to-day communication and relationships with existing customers.
• Handle enquiries, complaints, feedback, and service-related concerns, ensuring timely resolution.
• Maintain accurate customer information and communication history in the CRM system.
• Coordinate with Service, Operations, Accounts, and Support teams to fulfill requirements and align engineers.

Skills

Communication

Customer relations

Follow-up

Coordination

CRM software

Excel

Attention to detail

Independence

Education

Bachelor’s degree

Tools

Salesforce

Zoho CRM

HubSpot

Freshsales

Job description

Job Description CRM Executive

Position: CRM Executive
Department: Customer Relationship Management
Experience: 1-5 Years
Location: C-132,3rd Floor Naraina Vihar Industrial Area Phase-1, New Delhi-110028
Employment Type: Full-Time
Work Mode: On-site

Job Summary

We are looking for a proactive and customer-focused CRM Executive to manage customer relationships, resolve queries, maintain customer data, and ensure a positive customer experience. The ideal candidate should have strong communication, coordination, follow-up, and problem-solving skills.

Key Responsibilities

• Manage day-to-day communication and relationships with existing customers.
• Handle customer enquiries, complaints, feedback, and service-related concerns, ensuring timely resolution.
• Maintain complete and accurate customer information, communication history, service requests, and follow-up status in the CRM system.
• Follow up with customers regarding enquiries, services, payments, renewals, required materials, and other requirements.
• Coordinate with Service,Operations, Accounts, and Support teams to fulfil customer requirements and ensure timely assignment and alignment of engineers.
• Coordinate and support accounts reconciliation by verifying customer payments, outstanding balances, invoices, and ledger records, and resolving discrepancies with the concerned teams.
• Identify opportunities for customer retention, upselling, and cross-selling, wherever applicable.
• Monitor customer satisfaction and identify areas for improving the overall customer experience.
• Prepare regular reports on customer service activities, complaints, service requests, payments, and other relevant customer-related activities.

Required Skills

• Excellent verbal and written communication skills.
• Strong customer handling and relationship-management skills.
• Good follow-up and coordination abilities.
• Basic knowledge of CRM software and MS Excel.
• Good problem-solving and negotiation skills.
• Ability to manage multiple customers and tasks simultaneously.
• Strong attention to detail and record-keeping skills.
• Ability to work independently as well as with cross-functional teams.

Preferred Qualifications

• Graduate in any discipline.
• 15 years of experience in CRM, Customer Support, Customer Success, Sales Coordination, or a similar role.
• Experience working with CRM tools such as Salesforce, Zoho CRM, HubSpot, Fresh sales, or similar platforms will be an advantage.