Lead Mentor
Astra Asset Portfolio Management Private LimitedFixed
₹15,000 - ₹25,000
Earning Potential
₹25,000
Fixed
₹15,000 - ₹25,000
Earning Potential
₹25,000
Work from Office
Full Time
Any experience
Basic EnglishJob highlights
Urgently hiring
9 applicants
Job Description
Job Description – Customer Relationship Executive (CRE) – Lead Tracking
Job Title: Customer Relationship Executive (CRE) – Lead Management
Department: Sales / CRM
Job Summary
The Customer Relationship Executive (CRE) is responsible for managing and tracking all sales leads, ensuring timely follow-ups, maintaining accurate records in the CRM, and coordinating with the sales team to maximize lead conversion. The role focuses on lead management, data accuracy, and reporting.
Key Responsibilities
- Receive and assign leads to the respective Sales Executives.
- Maintain and update all lead details in the CRM/Excel tracker.
- Track the status of every lead from enquiry to booking or closure.
- Ensure timely follow-ups are completed by the sales team.
- Contact customers to verify lead status whenever required.
- Prepare daily reports on new leads, follow-ups, site visits, bookings, and lost leads.
- Monitor lead ageing and ensure no lead remains unattended.
- Coordinate with the Sales, Marketing, and CRM teams for lead distribution and updates.
- Maintain complete records of customer interactions and follow-up history.
- Escalate delayed or unattended leads to the reporting manager.
- Generate daily, weekly, and monthly MIS reports.
- Ensure data accuracy and confidentiality at all times.
Qualifications
- Bachelor's degree in any discipline.
- 1–2 years of experience in CRM, telesales, or lead management (real estate preferred).
- Freshers with strong communication and Excel skills may also apply.
Required Skills
- Good communication and follow-up skills.
- Strong knowledge of MS Excel (VLOOKUP, Pivot Tables, Filters, Conditional Formatting).
- Experience using CRM software.
- Attention to detail and data accuracy.
- Good coordination and organizational skills.
- Ability to work under deadlines.
Key Performance Indicators (KPIs)
- Number of leads updated daily.
- Lead assignment turnaround time.
- Follow-up completion rate.
- Percentage of unattended leads.
- Accuracy of CRM/lead records.
- Daily and monthly MIS report submission.
- Site visit conversion rate.
- Booking conversion support.
- Lead ageing management.
Job role
Job requirements
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The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Delhi-NCR to get hired quickly.
The candidate should have Basic English skills and sound communication skills for this job.
Both Male and Female candidates can apply for this job.
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