Customer Relationship Executive

Csv Techno; New Delhi; Sur place; INR 400 000 - 640 000; Plein temps

Résumé du poste

Csv Techno is seeking a CRM Executive to bridge the gap between clients and internal teams. You will manage CRM systems, run engagement campaigns, support sales, and monitor client journeys to ensure smooth experiences.

The role involves coordinating with valuation, advisory, operations, and marketing, planning campaigns, entering leads, and maintaining data integrity while upholding privacy standards.

Qualifications

• Bachelor's degree in Business, Commerce, Marketing, or related field.
• 1–3 years in CRM management or sales operations.
• Hands-on CRM setup, customization, dashboards, and workflows.
• Excellent verbal and written communication for client follow-ups.
• High accuracy in documentation and legal agreements.

Responsabilités

• Administer and maintain CRM platforms, ensure data cleanliness and workflows.
• Import, update client records, leads, deals, and logs.
• Segment clients for targeted outreach across verticals.
• Monitor dashboards, generate reports on pipeline and retention.
• Coordinate onboarding, handovers, and post-project follow-ups.
• Train teams to use CRM and ensure data privacy compliance.

Connaissances

CRM management

Client servicing

Sales operations

Data privacy

MS Office

Formation

Bachelor's degree in Business/Commerce/Marketing

Outils

Salesforce

HubSpot

Zoho

Description du poste

The CRM Executive will act as the liaison between CSV Techno and its clients, ensuring that our valuation, advisory, and financial services maintain strong client satisfaction and retention. This person will manage the CRM system, drive client engagement campaigns, assist in sales support, monitor client journeys, and coordinate between internal teams (valuation, advisory, operations, marketing) to ensure seamless client experiences.

Key Responsibilities

• Administer and maintain the CRM platform (e.g., Salesforce, HubSpot, Zoho, or equivalent) ensure data cleanliness, fields, pipelines, and workflows.
• Import, export, and update client records, leads, contacts, deal stages, and communications logs.
• Segment clients/leads based on business verticals (real estate, corporate advisory, asset resolution, etc.) for targeted outreach.
• Monitor CRM dashboards, generate reports, and track metrics like client acquisition, conversion rates, retention, and churn.
• Proactively reach out to clients for feedback, follow-up, and satisfaction surveys.
• Support key client accounts be the point-of-contact for minor queries, elevate issues as needed.
• Coordinate client onboarding, handovers, and post-project follow-ups.
• Work with marketing and business development to plan client engagement campaigns (emails, newsletters, webinars, events) suited to CSV Techno's services.
• Work closely with business development / sales teams to respond to leads, ensure leads are entered in CRM, and coordinate follow-up sequences.
• Monitor and manage the lead funnel; flag dormant leads for re-engagement.
• Prepare regular reports (weekly / monthly) on pipeline health, sales conversion, lead sources, customer segmentation.
• Define and document CRM best practices, processes, and SOPs (Standard Operating Procedures) for different teams.
• Train internal teams (BD, operations, valuation) to properly use CRM - logging calls, updating statuses, tracking tasks.
• Ensure compliance with data privacy norms and confidentiality of client data.
  

Qualifications & Skills

• Bachelor's degree (Business, Commerce, Marketing, or related field)
• 1-3 years of experience in CRM management, client servicing, or sales operations (preferably in consulting, financial, real estate, or advisory services)
• Hands-on experience with CRM software (setup, customization, workflows, dashboards) and Ms Office (Excel, Word,Power Point.
• High Accuracy in handling documentation and legal Agreements.
• Execellent verbal and written Communication skills for Client Followups and Documentation.