CRM Executive Post Sales

Staff Requirement – CRM Executive (Real Estate)

Position Title - CRM Executive (Post-Sales – Real Estate)

Department - Sales / Customer Relationship Management

Reporting To - Sales Manager

Location Project Site – Virar

Number of Positions - 2

Job Objective

To manage post-sales customer relationships in a real estate project by ensuring

timely agreement execution, payment collections, bank coordination, customer

communication, and smooth possession, thereby maintaining high customer

satisfaction and compliance.

Key Responsibilities

1. Customer Relationship Management

• Act as the single point of contact for customers post-booking.

• Handle customer queries related to payments, construction progress,

documentation, and possession.

• Maintain professional and timely communication with customers throughout

the lifecycle of the project.

2. Agreement & Documentation

• Coordinate execution of Agreement for Sale with customers, legal team, and

sales team.

• Ensure collection, verification, and proper filing of customer documents.

• Track agreement status and ensure closure within defined timelines.

3. Payment Follow-ups & Collections

• Share payment schedules and issue demand letters as per construction

milestones.

• Follow up with customers for timely instalment payments.

• Coordinate with accounts department for receipt generation and ledger

reconciliation.

4. Bank Loan Coordination

• Assist customers with builder NOC, documents, and sanction follow-ups.

• Coordinate with banks, financial institutions, and loan agents for sanction

and disbursement.

• Track loan disbursement against project milestones.

5. Communication & Updates

• Share regular construction progress updates, official notices, and possession

timelines.

• Manage bulk communication through CRM systems, email, and WhatsApp.

6. Possession & Handover

• Coordinate issuance of possession letters, final demand notes, and clearance

certificates.

• Schedule possession dates and coordinate snag-list inspections.

• Ensure proper handover documentation is completed and archived.

7. Complaint Management

• Register and track customer complaints.

• Coordinate with internal teams for resolution within defined TAT.

• Ensure proper closure with customer confirmation.

8. CRM Data & Reporting

• Maintain accurate and up-to-date customer data in CRM software.

• Prepare periodic reports on agreements, collections, loan status, and

possession.

Eligibility Criteria

Education:

Graduate in any discipline (Commerce / Management preferred)

Experience:

1 to 4 years of experience in Real Estate CRM / Post-Sales / Customer Coordination

Skills & Competencies

• Strong verbal and written communication skills

• Good follow-up and coordination abilities

• Knowledge of real estate processes (Agreement, RERA, possession)

• Proficiency in MS Excel, MS Office and CRM software

• Customer-oriented and solution-driven approach

Key Performance Indicators (KPIs)

• Agreement execution turnaround time

• Collection efficiency & overdue reduction

• Customer satisfaction & complaint resolution

• Accuracy and completeness of CRM data

Salary (CTC Range – Indicative)

Junior CRM Executive (1–2 years):

₹2 LPA – ₹3.2 LPA

CRM Executive (2–4 years):

₹3 LPA – ₹4.5 LPA

Working Days & Timing

• 6 days working (1 weekly off)

• 10:00 AM – 7:00 PM

• Weekend working mandatory