CRM Executive

Job highlights

• 2 to 5 years CRM experience in residential real estate with knowledge of collections, registration, and possession formalities
• Manage customer relationships, post-sales activities, documentation, payment follow-ups, home loan coordination, and interdepartmental communication

Job Title: CRM Executive

Industry: Real Estate
Experience: 2 to 5 Years
Employment Type: Full Time, Permanent

Kindly Note: Male candidates preferred,

Key Responsibilities

• Handle customer relationship management activities for residential real estate projects.
• Manage post-sales activities and ensure a smooth customer experience from booking to possession.
• Prepare and maintain customer documentation, including Sale Agreements, Allotment Letters, Demand Letters, Receipts, Transfer Documents, Credit Notes, and Possession-related documents.
• Follow up with customers regarding payment schedules, outstanding dues, collections, and account updates.
• Coordinate with banks and financial institutions for home loan processing, approvals, and disbursements.
• Address customer queries, grievances, and service requests promptly and professionally.
• Maintain accurate customer records, transaction details, and updates in the CRM system.
• Prepare MIS reports related to sales updates, collections, receivables, customer status, and other CRM activities.
• Coordinate with Sales, Finance, Legal, Projects, and Marketing teams to ensure smooth customer onboarding and project delivery.
• Assist customers with registration, Sale Deed execution, handover, and possession formalities.
• Ensure timely follow-ups with customers and maintain effective communication throughout the customer lifecycle.
• Follow company policies, internal procedures, RERA regulations, and other applicable statutory requirements.

Desired Skills & Qualifications

• Bachelor's degree in Business Administration, Management, Commerce, or a related field.
• 2 to 5 years of experience in CRM or post-sales operations within the real estate industry, preferably in residential projects.
• Good knowledge of customer relationship management, collections, registration processes, and possession formalities.
• Experience working with CRM software and ERP systems.
• Strong communication, interpersonal, and customer service skills.
• Good coordination, follow-up, and problem-solving abilities.
• Proficiency in MS Office, particularly Excel and reporting tools.
• Ability to manage multiple customer requests and coordinate effectively with internal departments.

Regards

HR Dept