CRM Manager ( Real Estate )

Below is the JD for your reference.

Location: Vasai–Virar

Company: Stallions Proptech Solution

Industry: Real Estate

About the Company

Stallions Proptech Solution is a progressive real estate firm dedicated to providing seamless property solutions with a focus on customer satisfaction, transparency, and service excellence. We aim to make every customer interaction meaningful and efficient throughout the property buying journey.

Key Responsibilities

1. Customer Onboarding & Communication

• Conduct welcome calls to newly onboarded customers and explain the company’s process flow.

• Serve as the primary point of contact for all customer-related queries and updates.

• Maintain a professional and customer-centric approach throughout all interactions.

2. Loan Eligibility & Financial Coordination

• Evaluate and verify customer loan eligibility in coordination with banking partners.

• Guide customers through the loan application and documentation

• Ensure timely submission of all required documents to banks or financial institutions.

3. Documentation & Registration Process

• Manage and verify all property-related documentation including forms, agreements, and registration papers.

• Coordinate with legal and sales teams to ensure smooth registration scheduling and execution.

• Maintain accurate and organized records of all customer documentation.

4. Payment Management & Follow-Ups

• Conduct timely follow-ups for payments, dues, and outstanding balances.

• Communicate clearly with customers regarding payment schedules, demand letters, and penalties.

• Ensure all payment-related queries are addressed promptly and professionally.

5. CRM Data Management & Reporting

• Update all customer information, loan status, and payment details in the CRM software accurately.

• Maintain a systematic record of interactions, documentation status, and follow-up actions.

• Generate periodic reports on customer status, payment tracking, and loan progress.

6. Coordination & Customer Support Collaborate with the sales, finance, and registration teams to ensure smooth workflow.