Array ( [0] => crm-executive [1] => surat ) CRM Executive Jobs in Surat,CRM Executive Job Vacancies in Surat Gujarat
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CRM Executive Job Vacancies in Surat

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Female - Hiring Telesales Executive For Dindoli Surat

Sharpnet Technology

  • 1 yrs
  • 2.5 Lac/Yr
  • Dindoli Surat
Good Communication Skills Basic Computers CRM Sales Marketing Communication Online Sales Lead Generation Negotiation Skills Cold Calling Convincing Power
We are looking for a dynamic and enthusiastic Tele Sales Executive to join our sales team. The ideal candidate will be responsible for promoting and selling our Petrol Pump Software (PPS) to potential clients over the phone. This role requires a combination of sales expertise, product knowledge, and exceptional communication skills to generate leads, close deals, and expand our customer base.________________________________________
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Inside Sales Executive Fresher

AmbiSure Technologies PVT LTD

  • 0 - 3 yrs
  • Adajan Surat
Communication Sales Call Mails Active Listening Negotiation CRM Time Management Adaptability Problem Solving Team Building Relationship Building Lead Generation Corporate Sales Inside Sales Technical Sales Cold Calling Pressure Handling Client Management Outbound Calling
Key Responsibilities:1. Conduct sales calls: Engage with potential clients over the phone to promote products or services.2. Respond to emails: Address inquiries and provide information to leads through email communication.3. Active listening: Understand customer needs and concerns to tailor sales pitches effectively.4. Negotiation: Discuss pricing and terms with clients to secure deals that benefit both parties.5. Utilize CRM: Keep track of customer interactions and update information in the customer relationship management system.6. Time management: Prioritize tasks efficiently to meet sales targets and deadlines.7. Adaptability: Adjust sales strategies based on feedback and market trends.8. Problem solving: Resolve customer issues and concerns to maintain satisfaction and drive sales.9. Team building: Collaborate with colleagues to achieve sales goals and foster a positive work environment.10. Relationship building: Build and maintain strong connections with clients to ensure repeat business and referrals.11. Lead generation: Identify potential leads and convert them into sales opportunities.12. Corporate sales: Engage with businesses to secure large-scale sales deals.Required Skills and Expectations:- Excellent communication skills to effectively convey product information and build rapport with clients.- Proficient in sales call techniques and overcoming objections during conversations.- Ability to handle pressure and maintain professionalism during high-stress situations.- Strong client management skills to nurture relationships and retain customers.- Experience in outbound calling and cold calling to generate leads and secure new clients.- Knowledge of technical sales processes to sell complex products or services effectively.
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Business Development Executive

Sunshine Manpower Solution And Services

  • 2 - 4 yrs
  • 3.5 Lac/Yr
  • Varachha Surat
CRM Sales Client Management
Job Title: Business Development Executive (Textile Industry)Location: SuratExperience: Minimum 2 years of proven sales experience (Textile industry preferred).Job Summary:We are looking for a dynamic and result-oriented Business Development Executive with experience in sales, preferably in the textile industry. The ideal candidate should have strong communication skills, the ability to build relationships, and a proven track record of achieving sales targets. The role involves field visits in the textile market to generate leads, expand the customer base, and drive business growth.Key Responsibilities:Identify and generate new business opportunities in the textile/fabric market.Conduct regular field visits in the Surat textile market to meet potential and existing clients.Build and maintain strong relationships with customers to ensure repeat business.Present product offerings effectively and negotiate terms to close deals.Achieve and exceed sales targets as set by the management.Maintain records of sales activities, client interactions, and market intelligence.Work closely with the sales and management team to develop effective strategies for growth.Requirements:Strong communication, presentation, and negotiation skills.Ability to generate leads, convert prospects into clients, and manage long-term relationships.Knowledge of the textile/fabric market will be an added advantage.Self-motivated, target-driven, and open to extensive fieldwork.Qualifications:Graduate in any stream (specialization in textiles/marketing).
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Urgent Requirement For CRM Executive

Style Feathers

Customer Care Customer Support Strategic Communication Customer Handling
CRM SR. EXECUTIVEThe Senior CRM Executive at Sylvi will play a key role in managing and guiding the CRM team, ensuring that all customer interactions are handled with professionalism, empathy, and efficiency. The position involves resolving escalations, mentoring team members, and enhancing the customer support process through technical insights and leadership.Key Responsibilities:Supervise CRM Executives and ensure high service quality and TAT adherenceHandle escalated queries and resolve customer concerns effectively.Monitor ticket flow, assign priorities, and ensure timely closures.Train and support team members on SOPs and customer handling techniques.Collaborate with departments (Operations, Technical, QA) to resolve complex issues.Generate reports using CRM dashboards for performance reviews.Uphold a customer-first approach in all team functions.Required Skills & Competencies:Soft SkillsConflict ResolutionPatience & EmpathyMultitasking & PrioritizationTeam MentoringEscalation HandlingCommunication Skills: Verbal, Written, Convincing Ability, Fluency Most PreferableTechnical SkillsAdvanced ExcelCRM Software Knowledge (e.g., Zoho, Freshdesk)Dashboard ManagementTicket Handling & Process OptimizationQualifications:Bachelors degree in any relevant discipline.2 -3 years of experience in customer service or CRM roles, with at least 1 year of team lead experience.Key Performance Indicators (KPIs):Customer Satisfaction (CSAT)First Response & Resolution TimesEscalation RateSLA ComplianceCoaching & Feedback Implementation
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Executive Assistant to Director (full Time)

iPlace Consultancy

  • 3 - 6 yrs
  • 6.0 Lac/Yr
  • Surat
Strategic Execution Reports & Presentations Travel Arrangements Administrative Support to The Director Competitor Analysis Excellent Email Drafting Calendar Management Meeting Scheduling Time Management Cross-Functional Collaboration Event Coordination Partner Engagements Market Research Knowledge Of Zoho CRM Tools. Strategic Support
Provide high-level administrative support to the Director, including calendar management, travelarrangements, and meeting coordination.
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Administration Executive (1-0 Years)

Vgrown Tech Private Limited

  • 1 yrs
  • 3.0 Lac/Yr
  • Surat
Inquiries Oversee Office Operations Effective Communication Task Reminders Within The CRM System Qualifications
Oversee office operations and maintain administrative systems. Coordinate with various departments for internal communications. Manage the filing and documentation updates. Strong organizational and multitasking abilities. Proficiency in MS Office (Word, Excel). Effective communication with management is essential for daily administrative tasks. Monitor follow-ups, inquiries, and task reminders within the CRM system
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Hiring Fresher / Telesales Executive / Higher Secondary

Tryon InfoSoft

  • 0 - 1 yrs
  • Female
  • Surat
Tele Caller Telesales Executive Outbound Calling Online Sales Calling Tele Marketing Telesales Convincing Power CRM Lead Generation
Outbound Calling: Contacting potential or existing customers to sell products or services.Inbound Calls: Responding to calls from customers and addressing their inquiries or concerns.Lead Generation: Identifying new prospects and developing a list of potential clients.Sales Pitch: Presenting product or service information in a clear and persuasive manner.Follow-up: Ensuring that leads are followed up in a timely manner, maintaining relationships with potential clients.Closing Sales: Negotiating and closing deals by finalizing sales and ensuring customer satisfaction.Record Keeping: Maintaining accurate customer records and documenting interactions.
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Back Office Executive

Mars Workforce Solutions

  • 1 - 3 yrs
  • 3.0 Lac/Yr
  • Sachin Surat
Verify and Manage Quotations For Clients Based On Company Guidelines. Video Recording & Documentation: Capture and Maintain Records Of Machine Installations at Client Sites. CRM & Software Data Entry: Accurately Enter and Update Data in The CRM and Other Relevant Software. Data Analysis: Analyze Sales and Operational Data to Support Business Decision-making. Outstanding Follow-Ups: Monitor and Follow Up On Pending Payments and Outstanding Balances. Marketi Quotation Management and Prepare
Job Summary:Pooja Enterprises is seeking a detail-oriented and proactive Back Office Executive to manage essential business operations. The ideal candidate will handle quotation preparation, CRM data entry, data analysis, marketing-related tasks, and appointment scheduling. This role requires strong organizational skills, data management expertise, and the ability to work efficiently in a dynamic environment.Key Responsibilities:Quotation Management: Prepare, verify, and manage quotations for clients based on company guidelines.Video Recording & Documentation: Capture and maintain records of machine installations at client sites.CRM & Software Data Entry: Accurately enter and update data in the CRM and other relevant software.Data Analysis: Analyze sales and operational data to support business decision-making.Outstanding Follow-Ups: Monitor and follow up on pending payments and outstanding balances.Marketing Support: Assist in marketing campaigns, including digital promotions and client outreach.Appointment Scheduling: Coordinate and set up meetings with clients and internal teams.Administrative Support: Handle documentation, record-keeping, and report generation as required.Requirements:Proven experience in a back-office or data management role.Proficiency in CRM software and Microsoft Office Suite (Excel, Word, Outlook).Strong analytical and organizational skills.Ability to multitask and work under deadlines.Excellent communication skills in English and [Local Language].Attention to detail and a proactive approach to problem-solving.Preferred Qualifications:Experience in quotation preparation and outstanding follow-ups.Familiarity with marketing tools and strategies.Knowledge of business operations and financial tracking.Why Join Us?Opportunity to grow in a leading manufacturing companySupportive and professional work environmentCompetitive salary and benefits
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Opening For Business Development Executive

Equitypandit Financial Services Private Limited

  • 0 - 4 yrs
  • 3.5 Lac/Yr
  • Pal Surat
Sales Good Communication Skills Tele Sales Client Relationship Convincing Power CRM Sales Microsoft Excel Inside Sales Negotiation Skills Corporate Business Development
Equitypandit is looking for ambitious and energetic Business Development & Sales Executives to help us expand our clientele. You will be at the front of the company and will have the dedication to create and apply an effective sales strategy. The goal is to drive sustainable financial growth by boosting sales and forging strong relationships with clients.About the Role:- Develop a growth strategy focused both on financial gain and customer satisfaction.- Conduct research to identify new markets and customer needs.- Promote the companys products/services addressing or predicting clients objectives.- Keep records of sales, revenue, invoices etc.- Provide trustworthy feedback and after-sales support.- Build long-term relationships with new and existing customers.- Develop entry level staff into valuable salespeople.Skills:- Proven working experience as a Business Development Executive, Sales executive- Proven sales track record.- Proficiency in English and CRM software (e.g. Salesforce).- Stock market knowledge is must.
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Opening For Telecalling Executive

Kiran Gd

MS-excel MS CRM MS-DOS CRM Sales Communication Project Communications Customer Focus Call Center Basic Computers Outbound Calling Telecommunication Tele Marketing
Location: Surat, Ahmedabad (On-Site) (Gujarat) 395007Job Type: Full-TimeExperience: 0-5 Years (Freshers Welcome)Gender: Both Male and Female Candidates are welcome to apply.Salary: based on skills, experience, and interview performanceDont miss out on this opportunity! DM us or send your resume to kirangd.srt@gmail.com Contact Us: 9106186838 / 98988 20070 / 9638289989
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Sales Executive (Female Candidates Preferred)

Lurba Jewels

  • 1 - 4 yrs
  • 2.0 Lac/Yr
  • Surat
Proven Sales Experience Preferably in Jewelry. Proficiency in English Hindi and Gujarati. Strong MS Office Skills; CRM Experience Is Plus. Self-motivated Target-driven and Great at Presentations. Minimum High School or Graduation Degree.
Job Brief:LURBA JEWELS is looking for a competitive Sales Executive to drive business growth and expand our customer base.Responsibilities: Identify new sales opportunities through research, calls, and networking. Meet potential clients, understand needs, and close deals. Maintain sales reports and ensure stock availability. Represent the company at exhibitions and conferences. Handle customer queries, negotiations, and feedback. Requirements: Proven sales experience, preferably in jewelry. Proficiency in English, Hindi, and Gujarati. Strong MS Office skills; CRM experience is a plus. Self-motivated, target-driven, and great at presentations. Minimum High School or Graduation Degree. Apply Now and be part of Lurba Jewels!9913138358
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Retention Marketing Executive

Miracle Hub

  • 1 - 4 yrs
  • 5.0 Lac/Yr
  • Sachin Surat
CRM Email Marketing CRM Sales Cust
Job Title: Retention Marketing ExecutiveIndustry: Wellness IndustryLocation: Surat (Sachin)Salary: 15,000 - 35,000Job Summary:We are looking for a Retention Marketing Executive to develop and implement customer retention strategies that enhance loyalty, reduce churn, and maximize customer lifetime value. The ideal candidate will have expertise in email & SMS marketing, customer segmentation, and loyalty programs, ensuring a seamless and engaging customer experience.Key Responsibilities:Develop and execute data-driven retention strategies to improve customer engagement and repeat purchases.Plan, implement, and optimize email & SMS marketing campaigns to boost customer loyalty.Analyze customer data to create personalized marketing campaigns and targeted offers.Lead loyalty programs to reward repeat customers and drive referrals.Collaborate with design, product, and customer support teams to enhance the customer journey.Monitor key retention metrics like repeat purchase rate, churn rate, and customer lifetime value (CLV).Gather customer feedback through surveys, reviews, and direct engagement to improve retention strategies.Stay updated on industry trends and best practices in retention marketing.Requirements:1-3 years of experience in retention marketing, CRM, or customer engagement.Strong knowledge of email marketing tools, SMS automation, and CRM platforms.Experience in customer segmentation, A/B testing, and campaign optimization.Analytical mindset with expertise in tracking retention metrics and reporting insights.Prior experience in the wellness, health, or lifestyle industry is a plus.Strong communication skills and the ability to work cross-functionally.
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Opening For Business Development Executive

Ajasys Technologies

Real Estate Sales Software Sales CRM Sales Salesforce CRM CRM Consultant Field Sales Sales Process Cold Calling Target Achievement B2B Sales Lead Generation
We are seeking a motivated Business Development Executive (BDE) to join our team. The ideal candidate will be responsible for generating leads, calling potential clients, and conducting site visits to close deals effectively. Achieving monthly sales targets will be a key responsibility. The role involves field sales, with strong knowledge of CRM systems and real estate industry trends. A solid understanding of both field sales and software sales is essential. Excellent communication skills are required to build relationships and drive sales success.
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Hiring For Client Relationship Management (Female Candidates Required)

Agarwal Job Placement

  • 1 - 2 yrs
  • 1.3 Lac/Yr
  • Surat
Corporate Banking Routing Switching Hardware Networking CRM Executive
We are looking for 5 client relationship management Posts in Surat with deep knowledge in Corporate Banking,Routing,Switching,Hardware Networking, CRM Executive and Required Educational Qualification is : Higher Secondary, Other Bachelor Degree, B.A
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Customer Relationship Executive

French Crown Pvt Ltd

  • 0 - 2 yrs
  • 1.8 Lac/Yr
  • Surat
CRM Customer Care
- Provide assistance and support to customers with inquiries, complaints, or issues.- Communicate with customers through different channels such as phone, email, chat, or social media.- Resolve customer problems and ensure their satisfaction.- Have excellent communication skills and problem-solving skills.
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Urgent Requirement For Sales Coordinator

Dolphy India Pvt Ltd

Retail Sales Corporate Sales Channel Sales Direct Sales Sales Administration Insurance Sales CRM Executive Cold Calling Sales Coordinator
- Working on CRM for mailing, quotation, Proforma and sales process- Analyzing and investigating price, demand and competition- Make out bound follow-up calls to existing clients via telephone and email cross sell and upsell - Maintaining relationships with clients and address their need effectively- Excellent written and verbal communication skills- Make Performa Invoice & submit to client as per their requirement.- Build contacts with potential clients to create new business opportunities- Worked on given leads data and covert leads into sales.- Working in team discuss on the sales parts , achieve individual and team targets - Lead Generation through contacting customers on what's Up/email/calls and also doing same on new enquires.- Proficiency in MSOffice, Gmail, Computer knowledge , Good communication in English & Hindi
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Customer Relationship Executive

Kirti Healthcare Pvt. Ltd.

  • 1 - 5 yrs
  • 4.0 Lac/Yr
  • Female
  • Adajan Surat
Customer Relationship CRM CRO Customer Retention Client Development
Job Openings for 1 Customer Relationship Executive Job with minimum 1 Year Experience in Adajan, Surat, Gujarat, having Educational qualification of : Other Bachelor Degree with Good knowledge in Customer Relationship, CRM, CRO, Customer Retention, Client Development etc.,
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CRM Executive (Female)

Meghdoot Textiles Pvt. Ltd.

  • 1 - 7 yrs
  • 3.5 Lac/Yr
  • Surat
Customer Relationship Microsoft Office MS CRM CRM Executive
This place is a rigorous growth opportunity for someone with leadership quality to lead a team while being a main point of communication for this brands customer with polite mannerism and good communication. You will be the face and voice of the brand, representing the organization to customers, hence the willingness to listen, solve grievances, help, serve and collaborate is important. To collaborate interdepartmentally and assisting in targets while maintain data via software, while increasing the efficiency of the department.Reporting to: GM Sales JD:1. To successfully manage customer relations by being a liaison between the company and the customer. Handling all type of customer grievances. Attending customer calls/ massages/ mails & replying them.2. She will be responsible to manage the data of customers over the multiple platforms like customized software, tally or at different Google drives.3. Will be responsible to lead the team of CREs. Leading a team & guiding them in day to day activities. Verifying the works which is done by CRM team.4. She has to look after outstanding of the debtors and has to make sure all payments come on time as per the terms decided with client.5. She will be responsible to track the various details like dispatch of goods of a respective customer as per deadline, KYC tracking, Invoice of goods, LR copy of transport for customer and agent both, etc.6. She has to look after all on time promotions of products through whats app, through call and through text.7. Coordinating with the Management. All goods should be delivered after approval of management which has to be done on time.8. Develop and monitor customer care strategies & formulate policies to solve customer issues on immediate basis.9. To come up with ideas and solution to make the department more effective and productive on a day-to-day level.
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Executive-Sales & Marketing (Female)

IIMT Studies

Excellent Communication Target Oriented Confidence Convincing Inside Sales Lead Generation CRM Career Counsellor Sales Coordinator Telecaller Executive Domestic Sales International Marketing Product Executive
Dear Candidate,Greetings from IIMT studies.We are looking Candidates for the role of Executive- Senior Executive- Sales & Marketing Function. and will be responsible for following major tasks and responsibilities:1. Lead Generation and Social Media Marketing.2. Career Counselling.3. Tele Calling.4. Market research and product development5. Branding and marketing plans8. Sales and revenue targets.About US:IIMT Studies(a part of Burly Institute of global education and research pvt ltd) an Indian Multi National Company in Global Online Distance and Blended Learning (ODBL) education and Corporate Competency Building Sector with 03 registered companies in South African region, UK and India. The company which was founded in 2009, has spread its operations in 40 plus countries with more than 16000 students who have enrolled themselves to upgrade their academic qualifications through IIMT Studies Online Academic certification programmes. Today IIMT Studies has been accredited by British Accreditation Council - UK and its courses are accredited by leading awarding body from UK - EduQual.Best Regards,Priyanka ChaturvediHRIIMT Studies(a part of Burly Institute of global education and research pvt ltd)Ahmedabad
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Customer Retention Executive

Netizens Technologies

English Communication Skills Problem Solving Customer Service Advisor Customer Relationship Customer Retention Executive Client Relationship CRM
Responsibilities :Serves customers by providing product and service information and resolving product and service problems.Attracts potential customers by answering product and service questions and suggesting information about other products and services.Resolve customer complaints via phone, email, mail. (English Only).Greet customers warmly and ascertain the problem or reason for calling.Knowledge about Software like (CRM database, Aircall) Or else.Maintains financial accounts by processing customer adjustments.Prepares product or service reports by collecting and analyzing customer information.Contributes to team effort by accomplishing related results as needed.Required Skills :Customer service.Product knowledge.Quality focus.Problem-solving.Documentation skills.Phone skills.Listening.Resolving conflict.Analyzing information.Multi-tasking.
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CRM Executive (Female)

Agarwal Job Placement

  • 0 - 6 yrs
  • 4.0 Lac/Yr
  • Surat
CRM Executive CRM Sales Branch Sales Manager Marketing Manager Sales Consultant Sales Coordinator Sales Director Sales Executive Sales Manager Sales Incharge Sales Person Customer Associate Customer Relationship Executive Customer Relationship Manager Walk in
Key Responsibilities:CRM System Management:Oversee the company's CRM software and databases.Ensure accurate and up-to-date customer data records.Customize CRM system features to meet the needs of various departments.Customer Data Analysis:Analyze customer data to identify trends, preferences, and opportunities for improvement.Segment customers based on behavior, demographics, and other relevant criteria.Customer Engagement:Develop and implement CRM strategies to enhance customer engagement.Design and execute targeted email marketing campaigns and communication strategies.Monitor and respond to customer inquiries and feedback.Performance Tracking:Track and report on key CRM metrics, including customer retention rates, conversion rates, and customer lifetime value.Use data insights to make data-driven recommendations for improvement.Collaboration:Collaborate with marketing, sales, and customer service teams to ensure a unified customer experience.Provide CRM-related training and support to team members.Qualifications:Bachelor's degree in Marketing, Business, or a related field.Proven experience in CRM management or a related role.Proficiency in CRM software and tools (e.g., Salesforce, HubSpot, etc.).Strong analytical and data interpretation skills.Excellent communication and interpersonal skills.Detail-oriented and highly organized.
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CRM Executive

Agarwal Job Placement

  • 1 - 7 yrs
  • 6.0 Lac/Yr
  • Surat
CRM Executive CRM Consultant CRM Developer CRM Systems Analyst Manager CRM Assistant Manager CRM CRM Technical Consultant CRM CRM Sales Customer Relationship Walk in
We are seeking a highly organized and proactive CRM Executive to join the team. If you have a passion for customer relationship management, enjoy analyzing data, and possess excellent communication skills, this is an exciting opportunity for you.?? Responsibilities:Develop and implement effective CRM strategies and campaigns.Manage and maintain the customer database, ensuring data accuracy and integrity.Analyze customer data to identify trends and opportunities for improvement.Create targeted customer segments for personalized communication.Collaborate with cross-functional teams to align CRM initiatives with business goals.Monitor and report on key CRM metrics.? Requirements:Proven experience in CRM or related fields.Strong analytical skills with the ability to interpret data and make data-driven decisions.Proficiency in CRM software and tools.Excellent communication and interpersonal skills.Detail-oriented and highly organized.Ability to work independently and in a team environment.?? Benefits:Competitive salary package.Health insurance coverage.Flexible working hours.Professional development opportunities.Positive and collaborative work culture.?? How to Apply:If you are passionate about customer relationship management and are excited about this opportunity, please send your resume and cover letter. Please include CRM Executive Application in the subject line. We look forward to hearing from you!
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CRM Executive

Agarwal Job Placement

  • 1 - 7 yrs
  • 5.0 Lac/Yr
  • Surat
Customer Relationship Microsoft Office MS CRM Real Estate Marketing CRM Executive CRM Consultant CRM Developer CRM Systems Analyst Manager CRM Assistant Manager CRM CRM Technical Consultant CRM SAP CRM CRM Sales Customer Accounts Manager Walk in
Our company is seeking an experienced CRM Specialist to manage our customer relationship management system. The successful candidate will be responsible for implementing, maintaining, and optimizing our CRM system to support our sales and marketing efforts. The ideal candidate should have a strong understanding of CRM best practices and be able to work collaboratively with sales and marketing teams to develop and execute effective CRM strategies.Responsibilities:Implement, configure, and maintain the company's CRM systemManage data quality, accuracy, and completeness in the CRM systemCollaborate with sales and marketing teams to develop and execute CRM strategiesMonitor and analyze CRM metrics to identify trends and opportunities for improvementProvide training and support to end-users to ensure the adoption and effective use of the CRM systemDevelop and maintain CRM-related documentation, including policies, procedures, and user guidesStay up-to-date with industry trends and best practices in CRM systems and technologiesRequirements:Bachelor's degree in business, marketing, or a related field1+ years of experience in CRM management or a related fieldStrong technical skills and experience with CRM systems such as Salesforce, Microsoft Dynamics, or HubspotExcellent analytical and problem-solving skillsStrong interpersonal and communication skills, including the ability to work collaboratively with cross-functional teamsAttention to detail and strong organizational skillsAbility to manage multiple projects simultaneously and meet deadlinesExperience with data analysis and reportingTo Apply:Please submit your resume and cover letter outlining your qualifications and experience in CRM management. We look forward to hearing from you.
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Business Development Executive (BFSI)

Sunshine Manpower Solution And Services

  • 1 - 3 yrs
  • 3.5 Lac/Yr
  • Surat
Investment Planning Management Skills Interpersonal Skills Communication Skills CRM Financial Products
Job title: Business Development Executive (BFSI)Location: Surat, GujaratSalary: 20,000 30,000 per monthExperience: 13 years of experience in BFSI sales preferredRoles& ResponsibilitiesIdentify, acquire, and manage clients for financial products such as: Loans (Personal, Home, Business, etc.), Mutual Funds & SIPs, Insurance (Life, Health, General), Retirement Planning Solutions, Wealth Management ServicesUnderstand customer financial needs and provide tailored solutionsConduct financial planning discussions and guide clients with suitable investment optionsAchieve monthly/quarterly business targets aligned with company goalsBuild and maintain strong client relationships through regular follow-ups and advisoryStay updated with market trends, regulatory changes, and BFSI industry developmentsMaintain proper documentation and ensure compliance with company and regulatory guidelinesQualifications & SkillsGraduate / Postgraduate in Finance, Commerce, Business, or related fieldStrong knowledge of financial products, investment planning, and wealth managementExcellent communication, and relationship-building skillsSelf-motivated and target-driven with a customer-first approachActive ListeningStrong interpersonal skillsLead generation
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CRM Executive (2-4 Years)

Sunshine Manpower Solution And Services

  • 2 - 4 yrs
  • 3.5 Lac/Yr
  • Kim Surat
Client Retention CRM Service Marketing MIS Reporting Customer Handling Convincing Power CRM Strategy CRM System
Job Title: CRM ExecutiveLocation: Kim, District: SuratExperience Required: 24 yearsSalary Range: 18,000 30,000/month + performance bonusJob Summary:We are looking for a CRM Executive to strengthen relationships with our current customers, ensure satisfaction, and generate new business through referrals and follow-ups.Key Responsibilities:Client Relationship Building: Regularly connect with existing customers to ensure they are satisfied with products/services and to keep them informed about new offerings.Site Visits & Customer Meetings: Personally visit top customers to maintain face-toface relationships, understand challenges theyre facing, and discuss upcoming needs or projects.Referral Generation: Systematically ask for referrals from satisfied customers and track these referrals through the CRM system to close new deals.Complaint Resolution: Act as the single point of contact for existing clients in case of any service issues, coordinate with internal teams to resolve problems quickly, and ensure a positive experience.CRM Management: Enter all customer data, interactions, and next steps into the CRM; use this database to track communications, orders, referrals, and satisfaction Metrics.Qualifications & Skills:Bachelors/ Masters in Business, Marketing, or relevant field.Good interpersonal skills and a customer-centric mind-set.Ability to travel locally for client meetings.Growth Path:CRM Executive Key Account Executive Client Relationship Manager
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