Job Description

Job Title:

CRM Executive (Customer Relationship Management)

Industry:

Furniture / Home & Office Furniture / Interior Products

Location:

Surat

Employment Type:

Full-Time | Office-Based

Role Overview:

The CRM Executive will be responsible for managing and tracking all customer enquiries related to

B2B clients, project sales, tenders, dealers, and distributors

. This role focuses on

accurate record keeping, systematic follow-ups, internal coordination, and customer communication

, ensuring that no enquiry or business opportunity is missed.

Key Responsibilities:Enquiry Management

Receive and handle enquiries from multiple sources related to B2B, projects, tenders, dealers, and distributors. Accurately enter, update, and maintain all enquiry details in CRM systems and Excel. Classify enquiries based on category (B2B / Project / Tender / Dealer / Distributor).

Coordination & Follow-ups

Coordinate with sales, projects, and internal teams for quotations and next actions. Track enquiry stages such as new, under discussion, quoted, or closed. Ensure timely follow-ups and reminders for internal teams to avoid delays.

Customer Communication

Share basic updates with customers regarding enquiry status when required. Maintain professional and consistent communication with all stakeholders.

Data Management & Reporting

Maintain clean, organized, and up-to-date customer and enquiry records. Prepare and share daily and weekly enquiry status reports. Support management with accurate CRM data and insights.

Qualification:

Graduate in any discipline MBA / Diploma in Sales, Marketing, or Operations -

Preferred

Experience Required:

2-4 years of experience in

CRM, sales coordination, or customer handling roles

Prior exposure to

B2B sales, project sales, tenders, or channel sales

is preferred
Job Types: Full-time, Permanent

Pay: ₹30,000.00 - ₹35,000.00 per month

Work Location: In person