CRM Fresher Jobs in Nashik

Key ResponsibilitiesData Entry & Database Management: Accurately enter, update, and maintain client records, operational logs, transactions, and inventory data across company databases and ERP systems.Documentation & Filing: Prepare, review, verify, and organize physical and digital documents, reports, contracts, and internal correspondence for compliance and accuracy.Operational & Administrative Support: Support sales, finance, HR, or logistics teams by preparing purchase orders, processing invoices, drafting routine communications, and scheduling workflow tasks.Reporting & Analysis: Compile regular daily, weekly, or monthly operational summaries, sales figures, or activity reports using spreadsheets for department managers.Inquiry & Process Resolution: Coordinate with internal departments and external vendors to address operational queries, resolve data discrepancies, and track status requests.Compliance & Quality Control: Ensure all back-office workflows and record-keeping procedures strictly adhere to internal SOPs and regulatory compliance standards.

We are looking for a dedicated Customer Care Executive to join our team in Nashik. This role is perfect for fresh graduates or those who have recently completed their 12th grade and are eager to start their career in customer service. The position allows you to work from the comfort of your home.Key Responsibilities:1. Customer Interaction: Communicate with customers through phone, email, or chat to address their inquiries and provide support.2. Issue Resolution: Identify customer issues and work towards resolving them in a timely and effective manner, ensuring customer satisfaction.3. Product Knowledge: Familiarize yourself with our products and services to provide accurate information and recommendations to customers.4. Feedback Collection: Gather customer feedback and share it with the team to help improve our services and enhance the overall customer experience.5. Record Keeping: Maintain detailed records of customer interactions and transactions to facilitate follow-ups and ensure efficient service.Required Skills and Expectations:Candidates should possess excellent communication skills, both written and verbal. A friendly and patient attitude is essential, as you will be assisting customers with various concerns. Basic computer knowledge is required to navigate our systems and communicate effectively. A strong desire to learn and grow in the customer service field is also expected. Reliability and punctuality are crucial for maintaining the quality of service we provide to our customers. If you are enthusiastic and ready to help others, we encourage you to apply.

As a Back Office Assistant, your responsibilities will include providing administrative support to ensure efficient operation of the office. You will be responsible for handling customer inquiries and complaints, maintaining customer relationships, and managing the communication system. You will also assist with general office management tasks such as organizing and maintaining files, scheduling appointments, and managing office supplies.To excel in this role, you should possess strong computer skills and be proficient in Microsoft Word and Excel. You should have excellent communication skills.

Sales Officer Job Description:We are seeking a highly motivated and results-driven Sales Officer to join our sales team. The Sales Officer will be responsible for achieving sales targets, building and maintaining customer relationships, and promoting our products and services to potential clients. The ideal candidate should have excellent communication skills, a strong sales acumen, and the ability to work effectively in a fast-paced environment.Responsibilities:- Develop and implement sales strategies to achieve sales targets- Identify and pursue new business opportunities

1. Calls and Complaints Support2. Client Handling and CRM3. Customer Handling4. Blended work with mix of calling and back office activity5. Strong proficiency in English/ Hindi in speaking as well as Data entry/Excel

Tele calling (80-100 Connected Calls Daily over the given client Data), Follow Up, Updating Client Data on CRM Software and Follow up, Tendering on Construction Documentation, Lead Generation, Sales and Marketing Etc.

4. Channel Partner Recruitment:Responsible for identifying the need for appointment of a channel partner5. Team Huddle:Responsible for attending team huddle on a daily basis as per the set process.6. Customer Relationship Management:Responsible for enhancing the customer experience by developing and maintaining relationship with customers.7. Completion of File:Responsible for submission of complete application form, documentations and information

Key Responsibilities & DutiesClient Acquisition & Portfolio Management:Identify, prospect, and onboard high-net-worth individuals (HNIs), SME clients, and corporate borrowers for loan sourcing and financial solutions.Manage and nurture an active portfolio of clients, understanding their financial needs and providing tailored credit/loan products.Maintain continuous engagement with clients throughout the loan lifecycle-from initial inquiry and document collection to sanction and disbursement.Channel Partner & Partner Network Development:Build, train, and manage an active network of Direct Selling Agents (DSAs), connectors, chartered accountants, and real estate developer partners to drive continuous lead generation.Conduct regular meetings with channel partners to brief them on product guidelines, eligibility criteria, commission structures, and approval norms.Credit Assessment & File Processing:Conduct preliminary financial screening and eligibility checks (income documents, CIBIL reports, balance sheets, and bank statements) before file submission.Coordinate with internal credit, underwriting, and operations teams to resolve queries, speed up sanction turnaround time (TAT), and ensure smooth disbursement.Target Achievement & Market Intelligence:Achieve monthly and quarterly loan disbursement targets across assigned product lines.Monitor market trends, competitor interest rates, and loan processing terms across partner banks and NBFCs, feeding actionable insights to leadership.

Key ResponsibilitiesOn-Ground Prospecting & Lead Generation: Travel across assigned local territories to meet potential clients, retailers, dealers, or corporate prospects face-to-face.Client Presentations & Demonstrations: Conduct direct product or service presentations, deliver pitching proposals, and highlight product benefits tailored to customer needs.Relationship & Network Management: Build and maintain strong relationships with local business owners, retailers, or corporate decision-makers to secure repeat business.Negotiation & Closing: Handle objections on the spot, prepare quotes, negotiate commercial terms, and finalize sales contracts.Market Mapping & Competitor Tracking: Identify untapped areas within the assigned territory, gather competitive intelligence (pricing, offers, demand), and report market trends.Collections & Documentation: Ensure timely collection of payments, invoices, and completion of client onboarding paperwork where applicable.Reporting: Maintain daily visit logs, route plans, client updates, and pipeline status using a Mobile CRM app or daily reporting sheets.