Customer Relationship Executive

Caliber Organisation; Mumbai; On-site; INR 350,000 - 750,000; Full time

Job summary

Caliber Organisation in Mumbai is seeking a confident Customer Relationship Executive to manage client relationships, handle calls, coordinate with internal teams, and generate B2B leads. The role involves preparing MIS reports and maintaining CRM records.

You will liaise with cross-functional teams, track requests, support documentation, and present management-ready reports. Prior experience in customer-facing roles in a corporate environment is preferred, with strong communication skills in

Qualifications

• Experience in customer relationship management and client servicing.
• Ability to generate B2B leads and coordinate with internal teams.
• Strong communication skills and proficiency in maintaining accurate CRM/MIS records.

Responsibilities

• Handle inbound and outbound calls from customers and clients.
• Guide customers on products, services, and processes.
• Build and maintain relationships with existing and prospective customers.
• Conduct outbound calls to identify potential corporate clients.
• Generate leads and support B2B business development initiatives.
• Coordinate with internal teams for timely execution of customer requirements.
• Track customer requests, follow-ups, and pending activities.
• Prepare and maintain monthly MIS reports.
• Analyse MIS data and highlight trends and observations.
• Update customer information on CRM systems.
• Support office administration and documentation activities.
• Prepare presentations and reports for management review.

Skills

Customer service

CRM coordination

MIS reporting

Lead generation

Cross-functional collaboration

Tools

CRM software

Job description

Job Summary

We are seeking a confident and customer-oriented Customer Relationship Executive who can effectively manage customer relationships, handle calls, coordinate with internal teams, generate B2B leads, and prepare MIS reports.

Key Responsibilities

• Handle inbound and outbound customer calls.
• Guide customers regarding products, services, processes, and queries.
• Build positive relationships with existing and prospective customers.
• Conduct outbound/cold calls to identify potential corporate clients.
• Generate leads and support B2B business development initiatives.
• Coordinate with internal teams for smooth execution of customer requirements.
• Track customer requests, follow-ups, and pending activities.
• Prepare and maintain monthly MIS reports.
• Analyse MIS data and highlight important trends and observations.
• Update customer information on online systems/CRM.
• Support office administration and documentation activities.
• Prepare presentations and reports for management review.