CRM Executive

Shri Bhagwati Machines Pvt Ltd; Pune District; On-site; INR 180,000 - 360,000; Full time

Job summary

Shri Bhagwati Machines Pvt Ltd seeks a proactive Telecalling Lead Generation Executive to drive new business from multiple portals. You will manage customer inquiries, perform regular follow-ups, and maintain CRM records to support sales conversion and overall growth.

The role emphasizes strong English communication, basic CRM knowledge, and efficient data entry with MS Excel. Prior telecalling experience will help ensure timely responses and high customer satisfaction.

Qualifications

• Basic computer knowledge including MS Excel and data entry.
• Basic technical knowledge of CRM systems and online business portals.
• English communication is mandatory and professional.
• Good telecalling and customer follow-up skills.
• Ability to handle customer enquiries and resolve basic queries.

Responsibilities

• Generate potential customer leads through portals like Meta, IndiaMART, AJIO, TradeIndia, Justdial, ExportersIndia.
• Manage customer relationships, handle leads and enquiries, and update CRM records.
• Conduct telecalling and regular follow-ups; track pending enquiries and support sales conversion.
• Coordinate with internal teams to resolve queries and contribute to customer satisfaction and growth.
• Maintain and update customer records; ensure timely follow-ups and accurate data entry.

Skills

Telecalling

Customer follow-up

Verbal communication

Interpersonal skills

CRM familiarity

MS Excel

Data entry

Google Sheets

ERP basics

Tools

CRM systems

ERP software

Telecalling software

Dialer systems

Google Sheets

MS Excel

Job description

Role & responsibilities

Tellecalling -Lead Generation: Generate potential customer leads through Meta, IndiaMART, AJIO, TradeIndia, Justdial, and ExportersIndia portals

Responsible for managing customer relationships, handling leads and enquiries from various business portals such as Meta, IndiaMART, AJIO, TradeIndia, Justdial, and ExportersIndia, conducting telecalling and regular follow-ups, updating CRM records, coordinating with internal teams to resolve customer queries, tracking pending enquiries, and supporting sales conversion, customer satisfaction, and business growth.

Lead Management

• Handle leads and enquiries from Meta, IndiaMART, AJIO, TradeIndia, Justdial, and ExportersIndia.
• Number of leads handled, Achieving qualified lead target ,response time, and update those leads on Crm

Telecalling & Follow-ups

• Make customer calls, follow up on enquiries and quotations, and track pending leads.
• Daily calls completed, follow-ups completed on time, and customer response rate.

Preferred candidate profile

Relevant Experience

Basic technical knowledge of CRM systems and online business portals.

Good telecalling and customer follow-up skills.

Ability to handle customer enquiries and resolve basic queries professionally.

Good verbal communication and interpersonal skills.

Basic computer knowledge, including MS Excel and data entry.

Ability to maintain customer records and manage follow-up schedules.

English communication is mandatory

Technical / Functional Competencies (Critical for Success in the Role)

Should have basic computer knowledge.

Should have working knowledge of Google Sheets.

Should have basic knowledge of ERP software.

Should be familiar with handling telecalling software and dialer systems.

Should be able to maintain customer records and update follow-up details accurately.

Behavioral Competencies (Expected Leadership & Workplace Behaviours)

Should have good behaviour, a positive attitude, and professional office etiquette.

Should maintain respectful and polite communication with customers and colleagues.