Customer Relationship Management Executive

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• Update and maintain the Salesperson Work Report on a daily basis and submit reports to management.

• Create and maintain monthly worksheets for sales tracking and reporting.

• Update and submit daily sales reports to management.

• Collect daily sales updates from the sales team and prepare management reports.

• Maintain accurate sales records and ensure data accuracy in CRM systems.

• Coordinate daily with the sales team regarding ongoing sales activities and updates.

• Follow up with sales team members on order status, customer requirements, and pending tasks.

• Coordinate Purchase Orders (POs) with distributors and internal departments.

• Verify order details, including products, quantities, pricing, and delivery timelines.

• Track pending orders and follow up to ensure timely processing and execution.

• Manage the Distributor Onboarding & Engagement Protocol Checklist and update records regularly.

• Add newly appointed distributors to onboarding records and maintain all related documentation.

• Coordinate Distributor Appointment Form (DAF) communication and documentation.

• Send DAF forms, agreement emails, welcome emails, and other onboarding communications to new distributors.

• Maintain distributor records, including KYC documents, GST certificates, agreements, and registration details.

• Send welcome emails and onboarding communications to newly onboarded distributors and customers.

• Maintain and regularly update the Salesperson Sample Product List based on information received from the Accounts Department.

• Prepare and circulate new product launch communications to distributors, customers, and internal teams.

• Coordinate with warehouse, packing, and logistics teams for smooth order processing and execution.

• Monitor packing and dispatch status and share timely updates with relevant stakeholders.

• Coordinate with logistics teams to ensure timely dispatch and delivery of orders.

• Send daily coordination emails regarding order status, dispatch updates, and priority actions.

• Ensure effective communication and coordination between sales, accounts, warehouse, logistics, and management teams.

• Assist in resolving distributor and customer queries related to orders, deliveries, and documentation.

• Schedule and coordinate video conference meetings with internal and external stakeholders.

• Maintain organized records of sales reports, distributor documents, communications, and operational activities.

• Support management with data analysis, business reports, and operational updates.

• Ensure compliance with company processes, policies, and documentation standards.

• Maintain confidentiality and accuracy of business data and records.

• Support cross-functional teams in achieving business objectives and operational efficiency.

• Perform any additional tasks, assignments, duties, or responsibilities as assigned by management from time to time based on business requirements

Pay: From ₹18,000.00 per month

Work Location: In person