Crm Executive

Job Title: Sales & CRM Executive

Department: Sales & CRM

Reporting to: Sales Head

Location: Sanand, Ahmedabad - Gujarat

Industry: Real Estate- Affordable Housing

CRM Post Sales

1. Customer Onboarding & Documentation

• Ensure smooth handover from Sales to CRM.
  
• Verify and collect all required documents from customers within defined timelines.
  
• Coordinate preparation and execution of Agreements (Sale Agreement, Construction Agreement, etc.).
  
• Maintain accurate and updated customer records in ERP/CRM systems.
  

2. Payment Collection & Follow-up

• Monitor customer payment schedules as per milestones.
  
• Send timely reminders for due/overdue payments.
  
• Achieve monthly/quarterly payment collection targets.
  
• Coordinate with Finance for receipting and reconciliation.
  

3. Customer Communication & Query Resolution

• Serve as the primary point of contact for all post-sales queries.
  
• Respond to customer emails/ calls within defined TAT.
  
• Provide regular project updates, construction status, and milestone information.
  
• Ensure transparent, accurate, and professional communication at all times.
  

4. Project Progress Updates & Coordination

• Coordinate with Project/Engineering team on construction milestones.
  
• Share periodic progress reports, site visit coordination, and milestone photos with customers.
  
• Ensure accurate milestone confirmation for invoicing.
  

5. Agreement Registration & Compliance

• Follow up with customers for registration scheduling.
  
• Coordinate with legal team for execution and compliance requirements.
  
• Ensure all statutory documents and charges (Stamp duty, Registration, GST, etc.) are collected.
  

6. Possession & Handover Coordination

• Prepare possession letters, demand notes, and final settlement sheets.
  
• Conduct pre-handover checks with engineering team.
  
• Plan and execute a seamless possession process (snag reporting, support, documentation).
  
• Ensure customer satisfaction at the time of handover.
  

7. Customer Satisfaction & Relationship Management

• Track customer feedback through surveys, calls, and follow-ups.
  
• Resolve post-possession issues (snags, maintenance queries) in coordination with relevant teams.
  
• Maintain positive relationships to support referrals and brand goodwill.
  

8. Cross-functional Coordination

• Liaise with Sales, Finance, Legal, and Technical departments for smooth customer journey.
  
• Escalate internal issues to ensure timely resolution.
  

9. Reporting & MIS

• Maintain updated trackers for payments, agreements, registration, and possession.
  
• Prepare weekly/monthly reports for management review.
  
• Track aging of outstanding receivables and take actions to reduce delays.
  

10. Compliance & Process Adherence

• Ensure adherence to company policies and RERA guidelines.
  
• Maintain confidentiality and accuracy in all customer-related data.
  
• Follow standard CRM SOPs for all customer interactions and documentation.

  Role & responsibilities

Preferred candidate profile