Customer Relationship Executive

The CRM Executive will act as the liaison between CSV Techno and its clients, ensuring that our valuation, advisory, and financial services maintain strong client satisfaction and retention. This person will manage the CRM system, drive client engagement campaigns, assist in sales support, monitor client journeys, and coordinate between internal teams (valuation, advisory, operations, marketing) to ensure seamless client experiences.

Key Responsibilities

• Administer and maintain the CRM platform (e.g., Salesforce, HubSpot, Zoho, or equivalent) ensure data cleanliness, fields, pipelines, and workflows.
• Import, export, and update client records, leads, contacts, deal stages, and communications logs.
• Segment clients/leads based on business verticals (real estate, corporate advisory, asset resolution, etc.) for targeted outreach.
• Monitor CRM dashboards, generate reports, and track metrics like client acquisition, conversion rates, retention, and churn.
• Proactively reach out to clients for feedback, follow-up, and satisfaction surveys.
• Support key client accounts be the point-of-contact for minor queries, escalate issues as needed.
• Coordinate client onboarding, handovers, and post-project follow-ups.
• Work with marketing and business development to plan client engagement campaigns (emails, newsletters, webinars, events) suited to CSV Techno’s services.
• Work closely with business development / sales teams to respond to leads, ensure leads are entered in CRM, and coordinate follow-up sequences.
• Monitor and manage the lead funnel; flag dormant leads for re-engagement.
• Prepare regular reports (weekly / monthly) on pipeline health, sales conversion, lead sources, customer segmentation.
• Define and document CRM best practices, processes, and SOPs (Standard Operating Procedures) for different teams.
• Train internal teams (BD, operations, valuation) to properly use CRM — logging calls, updating statuses, tracking tasks.
• Ensure compliance with data privacy norms and confidentiality of client data.
  

Qualifications & Skills

• Bachelor’s degree (Business, Commerce, Marketing, or related field)
• 1–3 years of experience in CRM management, client servicing, or sales operations (preferably in consulting, financial, real estate, or advisory services)
• Hands-on experience with CRM software (setup, customization, workflows, dashboards) and Ms Office (Excel, Word,Power Point.
• High Accuracy in handling documentation and legal Agreements.
• Execellent verbal and written Communication skills for Client Followups and Documentation.