Customer Relationship Executive

Job Description

Company Profile:
A reputed agricultural manufacturing company operating with a structured sales and distribution network, focused on disciplined credit management, strong dealer relationships, and sustainable business growth across regional markets.

Position Overview:
The Customer Relationship Executive will be responsible for managing customer accounts, ensuring timely collections, maintaining account discipline, and strengthening coordination between customers and internal sales teams. This role plays a key part in reducing receivables risk, improving cash flow, and supporting data-driven credit and customer management decisions.

Qualifications:
Any Graduate from a recognized university
Minimum 1 year of experience in customer relationship management, collections, or accounts coordination
Exposure to ERP or accounting systems preferred

Key Responsibilities:
Manage and maintain customer accounts to ensure timely payments and account discipline
Minimize defaults and bad debts through structured follow-ups and consistent communication
Conduct daily collection calls, payment reminders, and follow-up actions
Track and achieve daily productivity standards for attempts, contacts, and collections
Follow up on overdue accounts through calls, emails, letters, and escalation processes when required
Coordinate closely with the sales team and customers for payment reconciliation and issue resolution
Prepare and update sales order sheets and customer-related reports regularly
Handle new party and dealer creation in Tally with accurate data maintenance
Generate MIS reports and performance analysis for management review
Ensure all collection and customer interactions comply with company policies and guidelines
Support improvements in credit policy, customer analysis, and portfolio monitoring

Skills Required:
Strong communication and customer-handling capabilities
Ability to manage follow-ups, negotiations, and conflict resolution professionally
Proficiency in MS Excel for reporting, tracking, and data analysis
Working knowledge of Tally for account and dealer management
Effective coordination skills with sales teams and customers
Analytical mindset for collections tracking and performance measurement
High level of discipline, organization, and attention to detail

Special Requirements:
Hands-on experience in managing customer accounts and payment follow-ups
Strong coordination with sales teams for reconciliation and issue resolution
Ability to handle negotiations and difficult conversations in a professional manner
Comfortable working with MS Excel reports and Tally-based account records