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CRM Executive

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Deadline: 01/09/2026

Skills for this role

Skills we detected for this role.

  • Excel

Opportunity brief

Shakti Legal Compliance India is hiring CRM Executives!

Responsibilities of the Candidate:

  • Manage and update customer and lead information in the CRM system.
  • Contact new leads through calls, WhatsApp, and email.
  • Follow up regularly with prospective and existing customers.
  • Understand customer requirements and provide appropriate information.
  • Maintain accurate records of calls, conversations, follow-ups, and customer status.
  • Coordinate with the sales and operations teams for timely customer support.
  • Follow up on quotations, enquiries, pending requirements, and sales opportunities.
  • Handle basic customer queries and escalate issues when required.
  • Maintain a proper follow-up schedule and ensure no important lead is missed.
  • Prepare daily and weekly reports on leads, follow-ups, conversions, and pending cases.
  • Identify opportunities for repeat business and customer retention.
  • Achieve assigned monthly CRM and customer engagement targets.

Requirements:

  • 1–2 years of experience in CRM, Customer Relationship Management, Inside Sales, Telesales, or a similar role.
  • Excellent verbal and written communication skills.
  • Good customer-handling and follow-up skills.
  • Basic knowledge of CRM software, MS Excel, or Google Sheets.
  • Comfortable communicating with customers over phone, WhatsApp, and email.
  • Good organizational and time-management skills.
  • Target-oriented with a strong sense of responsibility.
  • Ability to work independently as well as with a team.

Key Performance Indicators (KPIs)

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  • Lead response and follow-up rate
  • Number and quality of customer interactions
  • Lead conversion rate
  • CRM data accuracy
  • Follow-up completion rate
  • Customer satisfaction
  • Timely reporting
  • Customer retention and repeat business

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