CRM Executive

Role Summary:

Act as the records and coordination backbone of the Business Development team maintaining accurate CRM data, calendars, meeting notes, and case files so that every lead, case, and document is organized, current, and easy to retrieve.

Key Responsibilities:

• Enter and update lead, case, and opportunity data in the CRM system accurately and on time.• Maintain the team's shared calendar scheduling meetings, client calls, and internal reviews, and sending reminders.
• Take and circulate notes for meetings and events, ensuring key action items and dates are captured.
• File and organize documents (case files, correspondence, MoMs, proposals) into the correct folders/systems.
• Maintain and issue tracking IDs for leads and cases, ensuring consistent numbering and traceability.
• Stay familiar with the status of ongoing cases so information can be retrieved quickly on request.
• Maintain dashboards/trackers showing pipeline status, case aging, and key dates across all verticals.
• Maintain a well-organized archive of closed cases and historical records for easy future reference.
• Support Assistant Managers and the Senior Manager / Manager with day-to-day administrative and data needs.
  

Requirements

• Bachelor's degree in any discipline
• 1-3 years of experience in data entry, CRM administration, or office coordination.
• High attention to detail and accuracy in data entry and record-keeping.
• Strong organizational skills with the ability to manage calendars, files, and multiple ongoing cases simultaneously.
• Proficiency in MS Office (Excel in particular) and CRM/database tools.
• Good written and verbal communication skills.
  

Thanks & Regards

Arun Kumar

[phone removed]

Human Resources