Crm Executive

We are looking for a proactive and detail-oriented CRM Executive to manage customer interactions from initial inquiry through site visits, booking, documentation, and post-sales possession. You will act as the primary bridge between the customer and internal departments like Sales, Accounts, Legal, and Projects to ensure a smooth buying experience.

Key Responsibilities

Lead & Pre-Sales Support

• Manage and update lead information, customer details, and interaction histories in the CRM software.
• Handle incoming inquiries via phone calls, WhatsApp, and email.
• Schedule and confirm property site visits for prospective buyers.
• Coordinate with the sales team to ensure prompt follow-ups and high lead conversion rates.

Post-Sales & Documentation Operations

• Make welcome calls and send welcome emails within 24 hours of a booking.
• Verify booking forms, KYC documents, and client signatures for absolute accuracy.
• Execute administrative tasks like drafting Builder-Buyer Agreements (BBA), issuing payment receipts, and sending demand letters.
• Follow up with clients regarding pending payments, installment milestones, and agreement sign-offs.

Customer Care & Retention

• Provide clients with regular updates on project construction progress and possession timelines.
• Handle post-sales queries, grievances, and escalations, coordinating with legal or accounts for quick resolutions.
• Maintain healthy relationships with existing clients to encourage referrals and repeat purchases.

Reporting & MIS

• Prepare daily, weekly, and monthly reports (MIS/DSR) covering leads, site visits, bookings, and collections.
• Maintain organized physical and digital filing systems for all customer documentation.

Required Qualifications & Skills

• Education: Bachelors degree in any discipline (Business Administration or related fields preferred).
• Experience: 1 to 3 years of experience in CRM, sales coordination, or customer service (prior experience in real estate or construction is a strong plus).
• Software Skills: Proficiency in MS Office (Advanced Excel including VLOOKUP/Pivot tables) and standard CRM/ERP tools.
• Communication: Excellent verbal and written communication skills in English and [Punjabi/Hindi]; comfortable talking to clients over phone and chat.
• Soft Skills: Strong follow-up discipline, problem-solving mindset, and high organizational capacity