CRM Executive

Crm Executive (Customer Transactions & Support)

About Zillionaire Markets

Role Overview

Crm Executive

Customer Support

• Respond to client inquiries regarding
• deposits and withdrawals
• via phone, email, or chat
• Guide clients through
• deposit and withdrawal procedures
• Provide updates to clients regarding
• transaction status

Deposit Management

• Record and update
• client deposit details in the CRM system
• Verify deposit confirmations and update
• transaction status
• Coordinate with the
• finance team for deposit verification

Withdrawal Processing

• Receive and verify
• client withdrawal requests
• Ensure withdrawals are
• properly recorded in the CRM system
• Coordinate with the
• finance department for approvals and processing

Crm Data Management

• Maintain
• accurate transaction records in the CRM system
• Track and update
• pending, approved, and completed transactions
• Ensure proper
• documentation and record keeping

Issue Resolution

• Handle
• client complaints related to payment delays or transaction issues
• Escalate unresolved cases to
• management or finance department

Reporting

• Prepare
• daily reports of deposits and withdrawals
• Maintain
• client transaction history records for internal tracking

Requirements

• Bachelor’s degree in
• Business Administration, Finance, or related field
• **1–2 years experience**
• in customer service, finance operations, or CRM management
• Experience working with
• CRM systems
• Knowledge of
• payment processes and transaction tracking
• Strong
• communication and problem-solving skills

Key Skills

• CRM software management
• Transaction tracking and documentation
• Customer communication
• Attention to detail
• Coordination with finance teams