Manish Mehta
Manager ( CRM & Sales MIS)
Dombivali
Summary
To continuously enhance my knowledge, skills and experience by getting involved in challenging work environment and utilize them for personal and organizational growth to the best of my ability.
Overview
7
7
years of professional experience
3
3
Languages
Work History
Manager
Risland
08.2023 - Current
- Generated and maintained regular reports and dashboards to monitor campaign performance, customer engagement, and sales team activities.
- Automated CRM reporting processes using tools such as Excel, and CRM platforms (e.g., Salesforce, Sell.do).
- Supported the CRM team with end-to-end data management related to customer collections, follow-ups, and account status tracking.
- Generated and maintained MIS reports to monitor outstanding payments, due dates, and customer payment behavior.
- Assisted in drafting and dispatching reminder letters, payment follow-up communications, and demand letters in coordination with the collections team.
- Ensured accurate and up-to-date customer records in the CRM system, enabling timely and effective communication.
- Analyzed aging reports and customer-wise outstanding data to prioritize follow-ups and escalate critical cases.
Senior Executive
Dosti Realty
09.2022 - 08.2023
- Evaluate Monthly Performance of Sourcing Team wise in terms of Walk-ins & Bookings
- Evaluate Performance of the Annual business plan & Actual achievements
- Managed and maintained sales data, ensuring accuracy and timely reporting to support business decision-making.
- Coordinated with sales teams and regional heads to track targets, performance metrics, and forecast trends.
- Analyzed sales trends, identified variances, and provided actionable insights to improve revenue generation.
- SFDC for smooth functioning of process
- Process all channel partner Invoices
- Channel partner related entries
Executive
Lodha Developers Ltd
08.2018 - 09.2022
- Evaluate Monthly Performance of Sourcing Team wise in terms of Walk-ins & Bookings
- Evaluate Performance of the Annual business plan & Actual achievements
- SFDC for smooth functioning of process
- Update the Inventory master of all the projects on daily basis
- Updating Data Tracker on daily basis
- Audit of card rate and flat details
- Transfer of file from blocking to Booked stage
- Process all channel partner Invoices and Provide cheque
- Channel partner related entries & Handling land adjustment deals
Education
H.S.C -
K.R. Kotkar Jr.College
01.2014 - 01.2016
S.S.C - undefined
Saraswati Hindi Vidlaya School
01.2012 - 01.2014
T.Y. B.COM -
G.R. Patil College of Commerce & Science
Dombivali, India 01.2016 - 01.2019
Operation Management -
MBA- NMIMS ( Persuing)
Pune 04.2001 -
Skills
- Advanced Excel (VLOOKUP, HLOOKUP, Pivot Tables, Macros, Data Validation, Conditional Formatting)
- CRM Tools (eg, Salesforce, Selldo)
- Google Sheets (Formulas, Collaboration, Data sharing)
- Sales & Performance Reporting
- Customer Data Management
- Collection & Aging Reports
- Forecasting & Trend Analysis
- KPI & Dashboard Development
- Data Cleansing & Validation
Personal Information
- Date of Birth: 06/05/99
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Computer Proficiency - Business Applications
Ms Office (Word, Advanced Excel, PowerPoint)
Disclaimer
I hereby declare that above information is correct to the best of my knowledge and belief.
Timeline
Manager
Risland
08.2023 - Current
Senior Executive
Dosti Realty
09.2022 - 08.2023
Executive
Lodha Developers Ltd
08.2018 - 09.2022
T.Y. B.COM -
G.R. Patil College of Commerce & Science
01.2016 - 01.2019
H.S.C -
K.R. Kotkar Jr.College
01.2014 - 01.2016
S.S.C - undefined
Saraswati Hindi Vidlaya School
01.2012 - 01.2014
Operation Management -
MBA- NMIMS ( Persuing)
04.2001 -
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