CRM Executive

Real Estate CRM ExecutiveDepartment: CRM

Experience: 1–4 Years

Location: Pune / Project Site

Employment Type: Full-Time

Job SummaryWe are looking for a CRM Executive to manage customer coordination, post-booking processes, documentation, payment follow-ups, and customer service throughout the property purchase journey.

• Key ResponsibilitiesHandle customer coordination after booking and provide regular updates.
• Verify and maintain customer KYC and booking documents.
• Coordinate with Sales, Accounts, Legal, and Project teams for customer requirements.
• Follow up with customers for pending payments and documentation.
• Maintain customer payment, agreement, registration, and possession records.
• Coordinate with the Legal team/Advocate for Agreement execution and registration.
• Send booking confirmations, receipts, statements, agreements, and other required documents to customers.
• Maintain accurate CRM records, trackers, and customer files.
• Handle customer queries, complaints, and service requests and ensure timely resolution.
• Coordinate possession-related documentation and handover.
• Maintain regular follow-up with customers for payment recovery and pending formalities.
• Prepare daily/weekly CRM MIS and pending-status reports.
• Ensure proper closure of customer files after completion of all required processes.
• Perform other CRM and customer-service responsibilities assigned by Management.
• QualificationGraduate in any discipline; MBA/PG in CRM, Marketing, or relevant field preferred.
• Good communication and customer-handling skills.
• Proficiency in MS Excel, Word, and CRM software.
• Real-estate CRM experience will be preferred.

Key SkillsCustomer Relationship Management | Payment Follow-up | Documentation | Agreement Coordination | Communication | MIS | Follow-up | Problem Solving | Record Management