CRM Executive

Job Summary:

We are looking for a proactive and customer-focused CRM Executive to manage client relationships from booking to possession, ensuring smooth coordination, timely follow-ups, and excellent customer satisfaction.

Key Responsibilities:

 Customer Handling

• Act as a single point of contact for customers post-booking
• Handle client queries (calls, WhatsApp, emails) professionally
• Maintain strong customer relationships

 CRM & Data Management

• Maintain and update customer data in CRM software
• Track leads, follow-ups, and conversions regularly
• Ensure data accuracy and reporting

 Coordination & Documentation

• Coordinate with Sales, Legal, Accounts, and Site teams
• Handle booking forms, agreements, and registration processes
• Manage documentation till possession/handover

 Follow-ups & Collections

• Follow up on pending payments and documentation
• Share payment schedules, demand letters, and updates
• Assist in loan & bank coordination

 Reporting

• Prepare daily/weekly/monthly CRM reports
• Track customer status, payments, and site visits

Required Skills:

• Strong communication & interpersonal skills
• Good follow-up and coordination ability
• Knowledge of CRM tools & MS Excel
• Customer-centric approach
• Problem-solving attitude

Qualification:

• Graduate in any field
• Real Estate experience is preferred

Preferred Candidate Profile:

• Experience in residential / commercial real estate
• Ability to handle multiple clients simultaneously
• Good knowledge of real estate processes (Booking → Possession)