Job Description Customer Relationship Executive (CRE)
Company: Aanganshobha Interior
Location: Pune
Department: Sales & Customer Relationship Management
Reporting To: Sales Manager / Management
Business Segment: Residential & Commercial Interior Projects
1. Key Responsibilities
- Handle and manage all company-generated leads from different platforms.
- Work on leads received through:
- Justdial
- IndiaMART
- Meta (Facebook & Instagram Ads)
- Google Ads and Google Business Profile
- Company Website and Direct Enquiries
- Existing Customer References
- Contact every assigned lead promptly and understand the customer's interior requirements, budget, location and project timeline.
- Schedule customer appointments, office meetings and site visits for the sales team.
- Conduct regular follow-ups with customers until successful conversion or closure.
- Share company profiles, project portfolios, offers and relevant information with prospective customers.
- Explain Aanganshobha Interior's services, packages, execution process and value proposition.
- Coordinate with Sales, Design and Execution teams to ensure a smooth customer journey.
- Maintain regular communication with customers and ensure no qualified lead is missed.
- Generate new leads independently through references, existing customers, ongoing project sites and other networking activities.
- Maintain accurate lead status, appointment schedules, follow-up records and conversion reports in CRM.
- Support the sales team in negotiations, quotation follow-ups and advance payment collection coordination.
2. Prime Responsibility – Customer Conversion
The primary responsibility of a CRE is not just calling leads but converting enquiries into actual business.
The CRE must:
- Ensure every lead receives timely attention.
- Qualify customers based on budget, requirement and purchase readiness.
- Fix appointments with serious and interested customers.
- Follow up consistently until the customer confirms the project.
- Coordinate quotation discussions and resolve basic customer queries.
- Follow up for project confirmation and advance payment.
- Maintain a healthy conversion ratio and minimise lead leakage.
Customer appointment generation, follow-up, conversion and advance payment coordination will be the prime performance parameters.
3. Performance KPIs
- Number of leads contacted.
- Lead response time.
- Qualified leads generated.
- Customer appointments fixed.
- Actual appointments attended.
- Site visits scheduled.
- Follow-up consistency.
- Conversion ratio.
- Confirmed projects.
- Advance payments received.
- New leads generated independently.
4. Daily Reporting & Working Discipline
- Morning office reporting: 10:30 AM.
- Evening reporting: 5:00 PM.
- Morning meeting: Lead allocation, appointment planning and daily targets.
- Evening meeting: Lead status, appointments, follow-ups and conversion updates.
- Maintain updated CRM records for every customer interaction.
- No lead should remain unattended or without a scheduled follow-up.
- Participate in daily sales meetings and company training sessions.
5. Company Support
Aanganshobha Interior will provide:
- Leads from Justdial, IndiaMART, Meta, Google and other company marketing channels.
- CRM and telecalling support.
- Product and interior service training.
- Company portfolio, presentations and marketing material.
- Sales team support for site visits and client meetings.
- Quotation, BOQ and design coordination support.
- Training on customer handling, negotiation and conversion techniques.
6. Candidate Requirements
- Experience in CRE, Telecalling, Inside Sales or Customer Relationship Management.
- Knowledge of Real Estate, Interior Design or Construction will be preferred.
- Excellent communication and convincing skills.
- Strong follow-up, negotiation and appointment-setting abilities.
- Ability to understand customer requirements and identify genuine prospects.
- Basic knowledge of CRM, Excel, WhatsApp and lead management.
- Target-oriented, disciplined and customer-focused personality.
7. Performance & Incentive Policy
Performance will be evaluated based on assigned monthly conversion targets and revenue contribution.
- Incentives will be applicable as per the company incentive structure.
- Performance below 50% of the assigned monthly target may trigger a Performance Improvement Plan (PIP).
- Continued underperformance will be reviewed by management.
- Failure to improve within the defined PIP period may lead to separation in accordance with company policy and applicable employment laws.
8. Our Expectations
We are looking for a proactive, confident and result-oriented CRE who understands that every lead is a business opportunity.
The CRE must take ownership of the complete customer journey – from the first enquiry to appointment scheduling, continuous follow-up, project confirmation and advance payment coordination.
At Aanganshobha Interior, our priority is not just lead generation; it is CUSTOMER CONVERSION.
Aanganshobha Interior – Transforming Spaces into Stunning Stories.Role & responsibilities
Preferred candidate profile