Heena Jaiswal
CRM Manager
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About
A seasoned industry professional with comprehensive experience and operations with reputed Companies. Familiar with a variety of the field's concepts, practice and procedures relies on the extensive experience and judgement to plan and accomplish goal. True team leader with strong motivation, analytical and problem-solving skills.
Cogent written and verbal communication skills. A highly motivated and focused performer, who's keen to utilize his technical skills, knowledge in order to assist the organization to achieve its goal with strong managerial skills.
Experience
CRM Manager - MO Designs Pvt.Ltd
(2026-01 - 2026-04)
- Co-ordination with Sales & Pre-Sales Team.
- Visits assigned as per requirement on daily basis.
- Co-ordination with interior designer for sales action.
- Handling CRM Team.
- Prepare Sales tracking report on weekly & monthly basis.
- Prepare Sales & Pre-Sales Activity Report on Daily basis.
- Co-ordination with Digital Marketing team for Social Campaigns.
- Lead Distribute process for Sales Team.
- All dashboards checked on weekly basis with PC related to system.
- Marketing planning with team.
- Handling CRM Software.
- Prepare Performance Report for Sales team.
CRM Manager - XCapital India Pvt. Ltd.
(2022-07 - 2026-01)
- Co-ordination with Sales & Pre-Sales Team.
- Prepare Sales tracking report on weekly & monthly basis.
- Prepare Sales & Pre-Sales Activity Report on Daily basis.
- Co-ordination with Digital Marketing team for Social Campaigns.
- Lead Distribute process for Sales Team.
- Co-ordinate for SMS Campaign & Voice Campaign (Project wise).
- Handling CRM Software, Facebook tools etc.
- Prepare Performance Report for Sales team.
- Create CRM Id's for new joiners.
- Track DSR Report on Daily Basis.
- Handling CRM Software.
Assistant Manager - Garnet Group
(2013-08 - 2020-07)
- Royalty Report Update on Monthly Basis.
- Royalty Tracking Sheets Update.
- Look after on Dispatches.
- Generate Dispatch Slip through Software.
- Follow up with respective Franchisee for Payments.
- Order material as per stock requirement.
- Prepares correspondence (e.g. Letters, mails).
- Deals with telephone enquiries, redirecting calls and taking messages.
- Assists with general administrative queries from Function.
- Organizing and maintaining files and records.
- Planning and scheduling meetings, appointments & trainings.
- Preparing letters, presentations, agreements and reports.
- Co-ordinate with vendor for Material order.
- Prepare Agreements for New Franchisee & CI Sign-up & for Renewal also.
- Reporting to Manager.
- Help ensure two-way communications between other departments.
- Effective co-ordination and follow up.
- Moderator Report Process.
- Stock Maintain.
Education
B. com - C.C.S University, Meerut (2009)
Intermediate - Commerce group - UP Board (2006)
High School - Science group - UP Board (2004)
MBA - HR+IB - Amity University, Noida (2013)
Diploma - BCA - MICE, Meerut
