CRM Executive

Role & responsibilities

. Customer Interaction & Relationship Management

• Serve as the primary point of contact for customers after booking.
• Respond promptly to client queries via phone, email, or in person.
• Provide regular updates to clients regarding project progress, documentation, and possession timelines.
  

2. Post-Sales Support

• Handle the entire post-sales process, including documentation, agreements, payment schedules, and registration coordination.
• Assist customers with loan processing by coordinating with banks and financial institutions.
• Address customer concerns and ensure timely resolution.
  

3. CRM System Management

• Maintain and update customer details in the CRM software.
• Track lead status, follow-ups, and communication history.
• Generate reports for management on customer interactions, pending tasks, and closures.
  

4. Payment & Documentation

• Follow up with clients for pending payments as per the defined payment schedule.
• Coordinate with the accounts team for issuing receipts and payment confirmations.
• Ensure all customer documents are collected, verified, and filed correctly.
  

5. Coordination with Internal Teams

• Work closely with sales, legal, accounts, and site teams to ensure smooth operations.
• Coordinate with the construction/site team for client visits, project updates, and possession handovers.
  

6. Customer Experience

• Ensure a positive and seamless experience for customers throughout their journey.
• Organize walkthroughs, site visits, and possession ceremonies.
• Collect customer feedback and share insights with management.
  

Required Skills & Qualifications:

• Graduate in any discipline (MBA preferred).
• 1-6 years of experience in CRM or customer service, preferably in real estate.
• Strong communication and interpersonal skills.
• Proficiency in CRM tools and MS Office.
• Ability to handle customer issues professionally and patiently.
• Good coordination and follow-up abilities.