CRM Executive

Site CRM – Job Description

We are looking for a Site CRM Executive with 2–5 years of experience, preferably in the real estate industry, to manage customer interactions, lead follow-ups, site visit coordination, channel partner relationships, and sales support activities.

Key Responsibilities

Handle and monitor all incoming leads from various sources and ensure timely follow-up.

Maintain accurate records of leads, customer interactions, follow-ups, site visits, and conversion status in the CRM.

Track leads throughout the complete sales cycle, from initial enquiry to site visit, negotiation, booking, and closure.

Coordinate with customers to understand their requirements, provide project-related information, and ensure a smooth customer journey.

Schedule and coordinate site visits, including customer confirmations, sales team allocation, visit tracking, and post-visit follow-ups.

Coordinate closely with the sales team to ensure timely lead allocation, follow-ups, customer updates, and conversion of prospects.

Manage channel partner onboarding, registration, documentation, and regular communication.

Maintain strong relationships with channel partners and ensure regular follow-up for new leads, site visits, and potential bookings.

Track channel partner performance, lead generation, site visits, and conversions.

Prepare and maintain daily, weekly, and monthly sales reports and MIS for management review.

Monitor pending follow-ups and ensure that no lead or customer enquiry is missed.

Maintain proper documentation and update CRM records with accurate and timely information.

Coordinate with internal teams to resolve customer queries and ensure smooth movement of leads towards closure.

Provide regular updates to management on lead pipeline, site visits, conversions, pending follow-ups, and sales performance.

Demonstrate a good understanding of the real estate sales process, customer lifecycle, lead conversion, and channel partner management.

Requirements

2–5 years of experience in CRM, preferably in the real estate industry.

Good communication and interpersonal skills.

Strong follow-up and customer-handling skills.

Good knowledge of real estate sales processes and lead management.

Experience in handling channel partners/brokers will be an added advantage.

Proficiency in MS Excel, CRM software, and preparing MIS reports.

Ability to coordinate effectively with customers, sales teams, channel partners, and internal departments.

Strong organizational skills with attention to detail.

Ability to manage multiple leads and follow-ups simultaneously.

Key Skills

CRM Management | Lead Management | Customer Coordination | Follow-ups | Site Visit Coordination | Channel Partner Management | Sales Coordination | Lead Conversion | MIS Reporting | MS Excel | Real Estate Sales

Pay: ₹20,000.00 - ₹45,000.00 per month

Benefits:

• Cell phone reimbursement

Work Location: In person