Senior Crm Executive

Winext Polytech; Chakan; On-site; INR 450,000 - 650,000; Full time

Job summary

Winext Polytech is seeking a Senior CRM Executive to manage CRM, sales operations, and customer communications. You will bridge Customers, Sales, Production, Planning, Quality, Dispatch, Accounts, and Branding to ensure timely coordination and growth.

The role includes MIS reporting, performance analysis, lead generation, and promoting brand activities both domestically and internationally. Candidate should have 4–7 years in CRM/BD within manufacturing and be adept at cross-functional

Qualifications

• Graduate in Commerce or related field; MBA preferred.
• 4-7 years in CRM, sales coordination, or BD in manufacturing.
• Proven ability to manage CRM, MIS, and cross-functional processes.

Responsibilities

• Manage CRM data, MIS reports, dashboards and sales trackers.
• Coordinate cross-functional teams to fulfill customer requirements.
• Monitor customer satisfaction, retention, and performance metrics.
• Support branding, promotions, and digital communications.
• Handle international customers and export support when needed.
• Generate leads and drive business development initiatives.

Skills

CRM & ERP

Advanced Excel

MIS Reporting

Customer Relationship

Sales Coordination

Lead Generation

Branding Management

Digital Campaigns

International Handling

Presentation Skills

Cross-Functional Coordination

Education

Bachelor's degree in Commerce/Management/Marketing

MBA in Marketing or Sales

Tools

CRM Software

ERP Software

Bulk Email Tools

WhatsApp Business

Job description

Job Summary

The Senior CRM Executive will be responsible for managing Customer Relationship Management (CRM), Sales Operations, Customer Communication, Sales Performance Analysis, Branding Coordination, Business Development Support, and Customer Retention initiatives. The role acts as a bridge between Customers, Sales, Production, Planning, Quality, Dispatch, Accounts, and Branding teams to ensure seamless coordination, timely communication, and business growth.

Key Responsibilities

1. Customer Relationship Management

• Build and maintain strong relationships with customers through phone, email, WhatsApp, and online meetings.


• Handle customer enquiries, quotations, sample requests, complaints, feedback, and after-sales support.


• Ensure timely communication and customer satisfaction to strengthen long-term business relationships.

2. Sales Operations & Coordination

• Coordinate with Sales, Production, Planning, Quality, Purchase, Dispatch, and Accounts departments to ensure timely execution of customer requirements.


• Monitor order status, production schedules, dispatch timelines, and customer commitments.


• Ensure prompt resolution of customer issues through effective cross-functional coordination.

3. CRM & MIS Management

• Maintain accurate customer data in CRM software.


• Prepare daily, weekly, and monthly MIS reports, dashboards, sales trackers, enquiry trackers, quotation reports, order reports, and management presentations.


• Maintain customer visit reports and sales activity records.

4. Sales Performance Monitoring

• Monitor the performance of Sales Executives, Area Sales Managers, Regional Sales Managers, and distributors against assigned targets.


• Track customer visits, enquiries, quotations, order conversion ratios, and sales achievements.


• Provide performance analysis and recommendations to improve sales effectiveness.

5. Customer Performance Analysis

• Analyse customer purchasing trends, order frequency, revenue contribution, payment behaviour, and business potential.


• Identify high-value, inactive, and potential customers.


• Recommend customer retention strategies and business growth opportunities.

6. Branding & Promotional Activities

• Coordinate branding and marketing activities with internal teams and external agencies.


• Manage promotional materials such as brochures, catalogues, product samples, display materials, gifts, banners, and marketing kits.


• Maintain promotional item inventory and ensure timely distribution to sales teams, dealers, distributors, exhibitions, and customers.


• Support product launches and promotional campaigns.

7. Digital Communication

• Manage bulk email campaigns and WhatsApp communication for customers, dealers, and distributors.


• Coordinate social media promotional activities with the Branding/Marketing team.


• Ensure timely communication regarding new products, promotional offers, exhibitions, and company updates.

8. International Business Support

• Handle communication with international customers and prospects.


• Support export and international business development through enquiries, quotations, documentation, follow-ups, and customer coordination.


• Assist in identifying and developing new international business opportunities.

9. Lead Generation & Business Development

• Generate and qualify leads through Trade India, IndiaMART, company website, exhibitions, and digital platforms.


• Support new customer acquisition through timely follow-ups and documentation.


• Maintain lead conversion reports and business development trackers.

10. Dealer & Distributor Support

• Maintain dealer and distributor database and performance reports.


• Coordinate dealer onboarding documentation and promotional activities.


• Track dealer sales performance and support customer engagement initiatives.

11. Customer Retention & Business Growth

• Develop and implement customer retention programmes, promotional schemes, and engagement activities.


• Analyse the effectiveness of customer schemes and recommend improvements.


• Support initiatives to increase repeat business and customer loyalty.

12. Outstanding Payment Coordination

• Coordinate with Sales and Accounts teams for outstanding payment follow-ups.


• Maintain payment trackers and ensure timely collection through customer coordination.

13. Exhibition & Event Management

• Support exhibitions, dealer meets, product launches, sales meetings, and promotional events.


• Coordinate exhibition materials, customer registrations, promotional kits, and post-event reports.


• Generate business leads and customer feedback during exhibitions and events.

Educational Qualification

• Graduate in Commerce, Management, Marketing, or a related field.


• MBA in Marketing or Sales will be preferred.

Experience

• 4-7 years of experience in CRM, Sales Coordination, Customer Relationship Management, or Business Development in a manufacturing industry.

Key Skills

• Customer Relationship Management


• Sales Coordination & Analytics


• CRM & ERP Software


• Advanced Excel & MIS Reporting


• Customer Performance Analysis


• Branding & Promotional Management


• Bulk Email & WhatsApp Campaign Management


• Social Media Coordination


• International Customer Handling


• Lead Generation & Business Development


• Presentation & Communication Skills


• Problem Solving & Cross-Functional Coordination

Key Performance Indicators (KPIs)

• Customer Satisfaction & Retention


• Customer Response Time


• CRM Data Accuracy


• Sales Performance Reporting


• Lead Conversion Rate


• Customer Reactivation Rate


• International Customer Development


• Branding & Promotional Activity Execution


• Digital Communication Effectiveness


• Exhibition & Event Support


• Outstanding Payment Follow-up


• Dealer & Distributor Support


• Business Growth through Existing & New Customers