Client Relationship Executive Cum Telecaller

JOB DESCRIPTIONCRM Executive cum Telecaller Department: Sales & Marketing / Customer Relationship Management

Designation: CRM Executive cum Telecaller

Experience: 1–3 Years

Qualification: Graduate in any stream (preferably BBA, B.Com, or a technical background)

Industry Preference: Industrial / Manufacturing / Engineering / Technology / B2B Sales

Job SummaryWe are looking for a dynamic, confident, and result-oriented CRM Executive cum Telecaller with prior sales experience, excellent communication and presentation skills, and the ability to manage multiple responsibilities.

The candidate will be responsible for handling customer inquiries, generating sales leads, maintaining customer relationships, coordinating with the sales team, and conducting official visits to industries for business development and customer interactions.

Key Responsibilities1. CRM & Customer Relationship Management

• Manage customer databases and maintain accurate records of inquiries, leads, and follow-ups.
• Handle incoming and outgoing customer calls professionally.
• Follow up with existing customers and prospective clients.
• Coordinate with the sales team for quotations, orders, and customer requirements.
• Maintain regular communication with clients and ensure timely responses.

2. Telecalling & Lead Generation

• Make outbound calls to prospective customers and generate business leads.
• Explain company products, services, and solutions to potential clients.
• Identify customer requirements and arrange meetings for the sales team.
• Follow up on quotations, pending inquiries, and potential business opportunities.
• Convert potential leads into sales opportunities.

3. Sales & Business Development

• Support the sales team in achieving monthly sales targets.
• Identify new business opportunities in industrial and corporate segments.
• Build and maintain strong customer relationships.
• Promote company products through telephone conversations, presentations, and direct interactions.
• Assist in preparing sales reports and tracking business opportunities.

4. Industrial Visits & Customer Meetings

• Be willing to undertake official visits to industries, factories, and corporate offices.
• Conduct customer visits for product introductions, presentations, and business discussions.
• Coordinate with field sales executives and managers during customer meetings.
• Collect customer feedback and identify new business requirements.

5. Administrative & Multitasking Responsibilities

• Prepare daily call reports, follow-up reports, and sales activity reports.
• Coordinate with internal departments for customer requirements.
• Manage multiple tasks efficiently while maintaining accuracy.
• Prepare presentations, maintain Excel sheets, and update CRM records.
• Required Skills & CompetenciesExcellent verbal and written communication skills.
• Strong presentation and convincing skills.
• Prior experience in telecalling, inside sales, or customer relationship management.
• Good interpersonal and customer-handling abilities.
• Ability to multitask and manage responsibilities independently.
• Proficiency in MS Excel, MS Word, PowerPoint, and CRM software.
• Positive attitude, confidence, and a target-oriented approach.
• Willingness to travel for official industrial visits whenever required.
• Preferred Candidate ProfileCandidates with B2B sales or industrial sales experience will be preferred.
• Experience in engineering, manufacturing, electronics, automation, or technology-based companies will be an added advantage.
• Should be confident in communicating with customers, business owners, purchase managers, and industrial decision-makers.
• Must be proactive, presentable, disciplined, and willing to take ownership of assigned responsibilities.
• Key Performance Indicators (KPIs)Number of daily outbound calls and customer follow-ups.
• Number of qualified leads generated.
• Conversion of inquiries into business opportunities.
• Customer relationship management and follow-up efficiency.
• Support towards monthly sales targets.
• Accuracy of CRM records and sales reporting.

Ideal Candidate: A confident and enthusiastic professional who can efficiently handle telecalling, customer relationship management, sales coordination, lead generation, presentations, and industrial customer visits.