Job Description

Job Title

:Customer Relationship Executive

Location:

Thrissur

Languages

: English, Hindi, Malayalam

Employment Type:

Full-time

Objective Summary:

The Customer Relations Executive (CRE) focuses on managing and nurturing relationships with existing customers. The role involves understanding customer needs, addressing their inquiries, recommending suitable products, and ensuring their satisfaction. By maintaining clear communication and delivering a positive experience, the CRE supports repeat business, builds loyalty, and identifies opportunities for upselling or cross-selling within the current customer base.

A) Key Responsibilities

Product Knowledge& Documentation:

Maintain comprehensive knowledge of brands, materials, finishes, and pricing. Accurately document customer interactions in Excel sheets or CRM software.

Customer Engagement & Sales Support:

Initiate calls with existing customers to generate sales opportunities. Build rapport with customers to understand their needs, requirements.. Provide solutions based on customer requirements, square footage, purpose, and budget. Prepare rough estimations for customers and share relevant product information, including brochures, completed site photos, and experience center locations.

Lead Management:

Allocate leads to BDEs (Business Development Executives) and SOs (Sales Officers) based on their territories and lead locations. Follow up with BDEs and SOs to track lead progress and update status. Record visit details from ZSMs (Zone Sales Managers), BDEs, and SOs.

Quotations & Order Processing:

Prepare and verify quotations before forwarding them to customers, ensuring pricing accuracy and approval from BDEs or ZSMs. Send quotations to customers, confirm prices before billing, and enter all received orders into CRM software.

Customer Communication:

Notify customers about due payments, cheque intimations, wallet refill reminders, material arrivals, and stock unavailability. Introduce new products to customers and confirm receipt of cheques or cash after goods unloading.

Logistics Coordination:

Confirm vehicle routing plans and loading dates with customers. Verify stock availability with the warehouse before confirming orders. Coordinate vehicle plans to optimize delivery by checking nearby customer orders.

Administrative Tasks:

Ensure accurate receivables tracking and timely reminders to customers. Verify all estimates and quotations before sending them to the warehouse for processing.

B) Authority

1. Product Knowledge & Documentation:

Access and update detailed information on brands, materials, finishes, and pricing. Document and maintain records of customer interactions using CRM software or Excel sheets.

2. Customer Engagement & Sales Support:

Initiate and manage outbound communications with existing customers to explore sales opportunities. Engage customers to assess their requirements and provide tailored product recommendations. Prepare and share preliminary estimations and relevant product information, such as brochures and experience center details.

3. Lead Management:

Assign leads to Business Development Executives (BDEs) and Sales Officers (SOs) based on territorial considerations and lead locations. Monitor and update the progress of leads in the CRM system. Follow up with BDEs and SOs to ensure timely lead conversion. Record visit details from Zone Sales Managers (ZSMs), BDEs, and SOs for accurate tracking.

4. Quotations & Order Processing:

Prepare and verify quotations, seeking necessary approvals from BDEs or ZSMs before dispatching to customers. Send approved quotations to customers and confirm pricing before billing. Enter received orders into the CRM system accurately.

5. Customer Communication:

Inform customers about due payments, cheque notifications, wallet refill reminders, material arrivals, and stock shortages. Introduce and promote new products to customers. Confirm receipt of payments post-delivery.

6. Logistics Coordination:

Coordinate and confirm vehicle routing plans and loading dates with customers. Verify stock availability with the warehouse prior to order confirmation. Optimize delivery schedules by coordinating vehicle plans for nearby customer orders.

7. Administrative Tasks:

Track outstanding receivables and send timely reminders to customers. Verify and approve estimates and quotations before processing orders with the warehouse. Adhere strictly to the organization's Standard Operating Procedures (SOPs) and policies.

C)General:

Submit leave request to HR manager Maintain High level of professional etiquette and upkeep Goodwill of RC Group. Strictly adhere to organization's SOP and policies Participate in daily/weekly meetings and reviews.

D) Record Management:

Prepare daily activity reports&submit them to concerned authorities. Maintain sales data. Weekly review report. Prepare analysis of sales report and sales loss. Maintain budget vs sales sheet on daily basis

Requirements

Education

: Any Degree

Gender

:Female

Experience

:2 years

Job Type: Full-time

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

Cell phone reimbursement Leave encashment Paid sick time Provident Fund
Work Location: In person