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Rupam Jha, CRM Executive and Sales coordinator

Rupam Jha

CRM Executive and Sales coordinator·Makphalt – MK Petro Products Pvt. Ltd.Nov

India

Bachelor's degree, Academic

Work experience

Total years of experience: 10 years, 8 months

CRM Executive and Sales coordinator

January 2025 - Present

Makphalt – MK Petro Products Pvt. Ltd.Nov

Faridabad, India

January 2025 - Present

• 500+ CRM leads managed via Odoo CRM and Zoho CRM — maintaining accurate pipeline visibility, lead status updates,
qualification stages, and conversion monitoring across the full sales cycle.
• 10+ MIS report types delivered to management including pipeline health, lead conversion rates, order progress, and customer
engagement dashboards to support data-driven decision-making.
• Expert in Ultro and Cinch software for creating Proforma Invoices (PI), Purchase Orders (PO), and Quotations — ensuring 100%
documentation accuracy and fast turnaround for clients.
• Executed end-to-end lead management including inbound/outbound follow-ups, lead qualification, and conversion tracking with
full CRM data integrity maintenance.
• Coordinated order processing and full order lifecycle management — ensuring timely fulfilment, accurate documentation, and
cross-team communication between Sales, Operations, and Finance.
• Collaborated cross-functionally with Sales, Marketing, Operations, and Finance departments to streamline workflows and
improve overall sales productivity.
• Tracked and analysed sales KPIs including pipeline health, lead status, order progress, and customer engagement metrics to
support strategic planning.
• Supported sales enablement and marketing campaigns, aligning operational support with revenue objectives and growth targets.
• Created and maintained purchase orders (PO), proforma invoices (PI), and quotations using Ultro, Cinch, Microsoft Excel, and
Odoo ERP — ensuring operational accuracy across all procurement and sales documentation workflows.

Company industry:
Chemicals Manufacture
Job role:
Management

Admin Assistant & Market analyst

January 2024 - September 2024

Skyland Human Resources ConsultanciesJul

Dubai, United Arab Emirates

January 2024 - September 2024

Industry: HR Consulting & Recruitment — International UAE Market
• Gained hands-on international exposure to Dubais corporate HR and recruitment market — developing cross-cultural
communication skills in a multinational environment.
• Engaged with management to provide market condition intelligence and ensured ongoing deal pipeline was converted into
business propositions through Excel-based data analysis and strategic reporting.
• Led end-to-end overseas recruitment process: candidate sourcing, screening, client coordination, and placement finalization with
consistent client follow-up.
• Managed general office operations including reception, appointment scheduling, and multi-channel correspondence using
software-driven administrative workflows.
• Provided HR support including onboarding new employees, maintaining employee records, and preparing purchase orders and
proforma-style documentation in Microsoft Excel.
• Leveraged Odoo software to standardize administrative workflows and improve operational accuracy across HR and office
coordination functions.
• Visited client offices for regular follow-up, maintaining strong professional relationships and documenting interactions through
structured report writing.

Company industry:
Recruitment & Employee Placement Agency
Job role:
Human Resources and Recruitment

Event Manager & Brand Artist (Freelancer)

January 2017 - December 2023

DanceSmith Performing Arts Pvt. Ltd.Jan

Delhi, India

January 2017 - December 2023

• National Record Holder: Contributed to LIMCA Book of Records (2015) — 510 live shows in a calendar year. India Book of Records
(2016-17) — 5 national records including 773 shows, 419 venues, 83 cities, 290 clients, 3.6M km travelled.
• Managed and coordinated multiple large-scale freelance events using strategic planning, stakeholder communication, and brand
management to align client CRM objectives with event execution outcomes.
• Organised high-profile shows, conferences, and brand events — handling vendor contracts, client requirements, catering, AV,
venue selection, and logistical coordination for 500+ atendee events.
• Maintained CRM-style client databases and contact management systems for sponsors, partners, and participants using
Microsoft Excel trackers and structured reporting.
• Consulted with clients to determine event requirements, captured sales and client data for follow-up, and maintained strong
professional relationships to improve account retention.
• Handled crisis management, resolving unexpected operational issues swiftly to maintain high service standards under pressure.
• Managed all administrative requirements including contracts, payments, records, and participant registration using software
based workflow tools.

Company industry:
Entertainment

Event Manager & Brand Artist (Freelancer)

January 2017 - December 2023

DanceSmith Performing Arts Pvt. Ltd.

Delhi, India

January 2017 - December 2023

• National Record Holder: Contributed to LIMCA Book of Records (2015) — 5 10 live shows in a calendar year. India Book of Records
(2016-17) — 5 national records including 773 shows, 419 venues, 83 cities, 290 clients, 3.6M km travelled.
• Managed and coordinated multiple large-scale freelance events using strategic planning, stakeholder communication, and brand
management to align client CRM objectives with event execution outcomes.
• Organised high-profile shows, conferences, and brand events — handling vendor contracts, client requirements, catering, AV, venue
selection, and logistical coordination for 500+ attendee events.
• Maintained CRM-style client databases and contact management systems for sponsors, partners, and participants using Microsoft Excel
trackers and structured reporting.
• Consulted with clients to determine event requirements, captured sales and client data for follow-up, and maintained strong professional
relationships to improve account retention.
• Handled crisis management, resolving unexpected operational issues swiftly to maintain high service standards under pressure.
• Managed all administrative requirements including contracts, payments, records, and participant registration using software-based
workflow tools.

Company industry:
Entertainment

Sales Promoter & Sales Coordinator

July 2016 - December 2016

Oppo Company Pvt. Ltd.

Faridabad, India

July 2016 - December 2016

• Top Sales Achiever: consistently met and exceeded monthly sales targets through active CRM tactics, exceptional product knowledge, and
customer relationship management.
• Provided attentive sales floor support to generate positive customer feedback, maintaining professional relationships and capturing sales
data in Microsoft Excel dashboards.
• Immediately addressed customer queries and concerns by documenting interactions in report writing templates and Excel logs to support
actionable follow-up.
• Promoted company products with passion, increasing customer engagement and purchase decisions through targeted CRM-driven product
advice and strategic follow-up.
• Worked flexibly across multiple locations to support promotional events while maintaining company standards and professional brand
image.

Company industry:
Automotive Dealership & Distributor
Job role:
Sales

Event Management Trainee & Dance Instructor

July 2015 - June 2016

Kingdom of Dreams

Gurgaon, India

July 2015 - June 2016

• Trained pupils in Classical and Bollywood dance; performed in numerous talent showcases.
• Managed CRM tasks to support sales operations; analysed sales data in Excel for strategic planning.
• Coordinated purchase orders within Odoo, created proforma invoices, and improved client relationship management to enhance account
retention.

Company industry:
Media Production

Education

IGNOU (Indira Gandhi National Open University)

January 2025

January 2025

Bachelor's degree, Academic

India

Alison.com

September 2024

September 2024

Diploma, Fashion And Design

India

(NIOS

January 2018

January 2018

High school or equivalent, Business Studies

India

(St. Luke Convent High School

January 2014

January 2014

High school or equivalent, CBSC

India

Skills

BRAND MANAGEMENT
Intermediate
BRAND MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CRM software
Expert
CRM software
Expert
LEAD MANAGEMENT
Intermediate
LEAD MANAGEMENT
Intermediate
MANAGEMENT INFORMATION SYSTEMS
Intermediate
MANAGEMENT INFORMATION SYSTEMS
Intermediate
MICROSOFT OFFICE
Intermediate
MICROSOFT OFFICE
Intermediate
OPERATIONS
Intermediate
OPERATIONS
Intermediate
SALES
Intermediate
SALES
Intermediate
SALES OPERATIONS
Intermediate
SALES OPERATIONS
Intermediate
Customer Service
Intermediate
Customer Service
Intermediate
Administration
Intermediate
Administration
Intermediate
Data Entry
Expert
Data Entry
Expert
Microsoft Excel
Intermediate
Microsoft Excel
Intermediate
Accounting
Intermediate
Accounting
Intermediate
Marketing
Intermediate
Marketing
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT CRM SOFTWARE
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT CRM SOFTWARE
Intermediate
INVOICING
Intermediate
INVOICING
Intermediate
PROCUREMENT
Intermediate
PROCUREMENT
Intermediate
REAL ESTATE
Intermediate
REAL ESTATE
Intermediate
ODOO
Intermediate
ODOO
Intermediate

Languages

Hindi

Native Speaker

English

Expert

Training and Certifications

Certifications
English Communication Training
Agile Requirements Foundations
English Communication Training
Microsoft Basic Training
IIBA®
Agile Requirements Foundations
English Communication Training
Microsoft Basic Training
Agile Requirements Foundations
English Communication Training
Microsoft Basic Training
IIBA®
Agile Requirements Foundations

Hobbies and interests

Fitness
Travel
Dance
Writing & Blogging
Marketing
Fashion Styling
Fitness
Dance Travel
Marketing Writing & Blogging
Fashion Styling