CRM Executive

OB DESCRIPTION – CRM EXECUTIVE (REAL ESTATE)

Job Title: CRM Executive
Department: Customer Relationship Management (CRM)
Industry: Real Estate – Apartments, Villas & Plotted Developments
Experience: 2–4 Years’
Salary Range: ₹25,000–₹30,000 per month
Employment Type: Full-Time
Reporting To: CRM Manager / Head – CRM

1. Job Summary

We are looking for a responsible and proactive CRM Executive to handle customer payment collections, legal documentation, and customer coordination. The candidate will be responsible for following up on outstanding payments, maintaining customer records, coordinating with the Legal and Accounts departments, and ensuring the timely completion of property-related documentation.

2. Key Responsibilities

A. Customer Payment Collections

• Follow up with customers for pending payments, instalments, and outstanding dues.
• Monitor customer payment schedules and ensure timely collections as per agreed terms.
• Prepare and share payment reminders, demand letters, and outstanding statements with customers.
• Coordinate with the Accounts department to verify payments, receipts, and outstanding balances.
• Maintain project-wise and customer-wise collection reports.
• Escalate delayed payments and collection issues to the CRM Manager or management.
• Achieve assigned monthly collection targets.

B. Legal Documentation

• Coordinate the preparation and execution of sale agreements, allocation agreements, construction agreements, and other property-related documents.
• Collect and verify customer KYC documents and other required supporting documents.
• Coordinate with the Legal department for agreement preparation, document verification, and registration formalities.
• Follow up with customers for pending signatures, documents, and legal requirements.
• Maintain proper physical and digital records of customer agreements and legal documents.
• Ensure timely completion of documentation for bookings, registrations, and other property transactions.

C. Customer Relationship Management

• Handle customer calls, queries, and visits professionally.
• Explain payment schedules, outstanding dues, and documentation requirements to customers.
• Coordinate with customers regarding agreement signing, registration, and other property-related formalities.
• Resolve customer concerns through coordination with Sales, Accounts, Legal, and Project teams.
• Maintain professional relationships with customers and ensure timely communication.

D. Reporting and Coordination

• Prepare daily, weekly, and monthly collection reports.
• Maintain records of total collections, pending payments, overdue accounts, and documentation status.
• Update customer information and payment details in the CRM/ERP system.
• Submit regular MIS reports to management.
• Ensure accurate records and timely closure of pending customer requirements.

3. Qualifications and Experience

• Any graduate; B.Com, BBA, or a related qualification is preferred.
• 2–4 years of experience in CRM, payment collections, or customer documentation, preferably in the real estate industry.
• Practical experience in customer payment follow-ups and property-related legal documentation is preferred.

4. Required Skills

• Strong customer-handling and communication skills.
• Good collection follow-up and negotiation skills.
• Knowledge of real estate agreements and registration procedures.
• Proficiency in MS Excel, MS Office, and CRM/ERP software.
• Strong coordination and follow-up abilities.
• Good documentation and record-maintenance skills.
• Ability to handle multiple customers and meet collection deadlines.

5. Key Performance Indicators (KPIs)

• Achievement of monthly payment collection targets.
• Reduction in overdue customer payments.
• Timely completion of customer legal documentation.
• Accuracy of customer payment and documentation records.
• Timely follow-up on pending payments and documents.
• Effective customer query resolution.
• Timely submission of collection and MIS reports.

Salary: ₹25,000–₹30,000 per month, depending on the candidate’s experience, skills, and real estate industry knowledge.

Pay: ₹25,000.00 - ₹30,000.00 per month

Work Location: In person