Walk-in | Senior Mis Executive

SP Yarns; Kolkata District; On-site; INR 350,000 - 480,000; Full time

Job summary

SP Yarns is seeking an MIS Executive CRM to manage CRM data, generate dashboards, and support sales operations. The role includes preparing daily, weekly, and monthly MIS reports, tracking leads, quotations, follow-ups, and order status, and ensuring data accuracy.

You will collaborate with Sales, Marketing, Production, and Dispatch teams, maintain confidential customer records, and leverage advanced Excel and CRM tools to deliver insights for management.

Qualifications

• Advanced MS Excel skills including Pivot Tables and lookup functions.
• Experience with Google Sheets.
• Experience with CRM software (Zoho/Salesforce/HubSpot).
• ERP knowledge preferred.
• Strong analytical and communication skills.

Responsibilities

• Maintain and update CRM database.
• Prepare daily, weekly, and monthly MIS reports.
• Track leads, quotations, follow-ups, and order status.
• Create Excel dashboards and analyze sales trends.
• Coordinate with Sales, Marketing, Production, and Dispatch teams.
• Ensure data accuracy and timely reporting.
• Maintain confidential customer records.

Skills

Analytical skills

Communication

Tools

Zoho CRM

Salesforce

HubSpot

Job description

Job Summary

The MIS Executive CRM will manage CRM data, prepare sales MIS reports, maintain customer records, generate dashboards, support sales operations, and provide business insights for management.

Key Responsibilities

Maintain and update CRM database.

Prepare daily, weekly, and monthly MIS reports.

Track leads, quotations, follow-ups, and order status.

Create Excel dashboards and analyze sales trends.

Coordinate with Sales, Marketing, Production, and Dispatch teams.

Ensure data accuracy and timely reporting.

Maintain confidential customer records.

Skills Required

Advanced MS Excel (Pivot Tables, XLOOKUP/VLOOKUP, IF, Charts)

Google Sheets

CRM Software (Zoho/Salesforce/HubSpot)

ERP knowledge preferred

Strong analytical and communication skills

KPIs

CRM data accuracy

Timely MIS reporting

Dashboard accuracy

Lead tracking efficiency

Sales support effectivenes