Crm Executive

Desired Candidate Profile:

1.Objective

a.Process Claims For

CRM Goodwill

Special Approvals

CCR

Transcars Star Ease

b.Maintain records to claims.

c.Share Payment details to respective dealers/ Address Dealer queries.

d.CRM reports communication (Complaint Ratio and courtesy car)

2.Activity

1.CRM Goodwill claims

a.Check & Approve/Reject the claims in e- dealer on daily basis.

b.Cycle to be run on every 1st & 16th day of

c.Collect, sort & verify the invoices received from dealer.

d.Generate /Export Summery sheet for past 15 days claims

e.Create the standard template & credit note in E-work flow

f.Submit the respective hard copies of claims to account

g.Get a payment detail from accounts and share

h.Maintain dealer wise CRM utilization report

2& 3. Special Approval & CCR Claims

a.Check & Approve/Reject the claims

b.Collect sort & verify the invoice received from dealer as per GST format

c.Maintain the records of provisions shared by CRM team members.

d.Create the standard template & Credit note in

e.Submit the respective hard copies of claims to accounts

f.Get a payments details from accounts and share to respective dealers

g.Monitoring of CCR consumption budget

h.Preparation of reports related to CCR budget consumption

2.Trans cars star ease claims

a.Provide approvals on service estimate received from dealer

b.Collect & Sort the invoice received from dealer

c.Maintain the records as per approvals provided

d.Verify the claim amount & Respective documents with mail approval from authorised

e.Create the template& credit note in E -work

f.Submit the respective hard copies of claims to account/finance

g.Get a payment details from accounts & share

h.Maintain utilization reports to transcars star ease

3.Provision & Maintenance Invoices: Submission of invoices related to accounts team

4.Preparation of complaint ratio report & courtesy car report: Maintaining Complaints data, preparing of complaint ratio report & ensuring timely reports to dealership & gathering courtesy car data from dealership & Preparing monthly report

Contact- 9881736115

sandip.d@uds.in