CRM Lead Executive

JOB DESCRIPTION
Lead Management
Receive, record, and allocate leads received through various channels such as website, enquiries, exhibitions, referrals, social media, and other sources.
Ensure all leads are entered accurately into the CRM system.
Categorize and prioritize leads based on business requirements and potential.
Track each lead from initial enquiry to closure.
Ensure timely follow-up by the concerned Sales/BD team.
2. CRM Management
Maintain and regularly update customer and lead information in the CRM.
Ensure proper documentation of calls, meetings, quotations, follow-ups, and communication.
Monitor the status of leads and opportunities in the sales pipeline.
Identify pending, inactive, and overdue leads and coordinate with the concerned team for action.
Ensure CRM data accuracy and minimize duplicate or incomplete records.
3. Sales Coordination
Coordinate with Sales/BD team members regarding new and existing leads.
Share lead details and relevant customer requirements with the concerned team.
Follow up internally to ensure that leads are attended to within the defined timeline.
Maintain records of quotations, proposals, meetings, and customer interactions.
Coordinate with internal departments wherever required for customer requirements.
Monitor lead follow-up activities and maintain proper follow-up schedules.
Track lead conversion ratios and reasons for lost or inactive leads.
Prepare follow-up lists for Sales/BD team members.
Escalate important or unattended leads to the reporting manager.
Maintain a systematic database of prospective and existing customers.
5. MIS & Reporting
Prepare daily, weekly, and monthly CRM and lead-management reports.
Provide reports on:
Total leads received
Leads assigned
Leads contacted
Follow-ups pending
Meetings/visits conducted
Quotations submitted
Leads converted
Leads lost/inactive
Source-wise lead performance
Job Types: Permanent, Full-time
Benefits:
Flexible schedule

Work arrangement
No