Job Description

Role Summary:

We are hiring a Junior CRM Executive who will handle client interactions and maintain client databases using

Excel

. The role requires

intermediate-level Excel proficiency

to manage data, generate reports, and maintain accuracy in tracking leads, client status, and communication history.

Key Responsibilities:

Handle daily client communication via calls, WhatsApp, or emails.

Maintain and update client records in Excel-based trackers.

Use Excel to:

o Create

client follow-up dashboards

o Apply

filters, VLOOKUP, HLOOKUP, IF statements

o Use

Pivot Tables and conditional formatting

for reporting

Ensure 100% accuracy in data entry and timely updates.

Monitor client journey and escalate issues when needed.

Prepare basic

performance and follow-up reports

for internal teams.

Coordinate internally for lead closure and service delivery tracking.

Required Skills:

Proficiency in

Excel (Intermediate level):

o VLOOKUP / XLOOKUP

o Pivot Tables

o IF statements

o Conditional Formatting

o Basic Charting & Sorting

Strong communication skills to manage clients confidently.

Detail-oriented approach with accountability for timelines.

Language flexibility - clear communication is more important than language fluency.

Self-motivated and able to manage repetitive tasks with efficiency.

Preferred Qualifications:

Graduate in any discipline.

0-2 years of experience in client coordination / CRM / data handling.

Interns or freshers with strong Excel knowledge and communication skills can apply.

Job Types: Full-time, Permanent

Pay: ?11,187.71 - ?22,000.00 per month

Work Location: In person