Senior Executive

Senior Executive (Customer Relationship Management)

₹15,000.00 - ₹22,000.00 Per month

Full Time | Ayali Kalan, Ludhiana, Punjab

Job Description

Key Responsibilities:

• Document orders received from Sales Team or directly from customers through phone or email.
• Check material availability in IMS Stock Report and confirmation with the store.
• If material is not available contact purchase to find out expected date of availability
• Send confirmation call / mail to customer about status of material (available / expected time of availability).
• Update customers about material availability status on a daily basis.
• Obtain approval for shipment from Sales Head / CEO to proceed for invoicing.
• Prepare & send a proforma invoice in case of orders where the customer is on advance payment terms.
• Prepare a Daily shipment plan and inform the invoicing team to raise invoice, Check the invoice, and confirm to invoicing team for processing shipment.
• Obtain dispatch details from Warehouse and inform Customer (including Transporter / courier details)
• Track delivery status and inform customers on a daily basis.
• Confirm delivery with Customer.
• Resolving Customer complaints – Material not received on time, leakage, material short. Advising accounts to issue Credit Note where required.
• Make YTD calls – contact customers who have not placed orders for a long time and attempt to rebuild the relationship and obtain orders.

Payment follow up

• Follow up with customers for payment as per credit terms.
• Send reminder mail 2/3 days before payment is due.
• Call customers & send a reminder mail on the due date.
• Follow up with customers based on the payment schedule given by the customer.
• Obtain all customers account statement for account reconciliation

Transporter Coordination

• In case of new customers finalise transporter & terms of delivery (Godown delivery / Door delivery, Paid by NTCB & to be billed to customer or to be borne by customer).
• Inform new transporters of shipments to be sent on that day.
• Decide Transporter / Freight Forwarder to be used for shipment of material.
• Resolve issues pertaining to transportation of material in case there is any issue (no service or transporter office not open or payment required or payment charge issue).
• Verify Transporter bills / Lorry Receipt & give to Purchase for raising indent. Send to accounts along with indent for payment.

Other Tasks

• Update Payment follow up status on MIS dashboard
• Complete KYC of new customers – Customer contact, Billing details, gst details etc in coordination with sales person.
• Carry out weekly validation of Customer Master Data – cross check data filled by Sales Coordinator and update missing details or changes.

Experience & Qualification Required:

• B.com or M.com with 4 to 6 years of Experience in the field of CRM or Accounts.

Skills Required: MS Excel-Tally (Knowledge of Tally ERP is must)