CRM Executive - (Real Estate)

• Navi-mumbai

The CRM Executive is responsible for handling customer documentation and payment coordination and maintaining accurate records in the CRM and MIS systems.

Key Responsibilities

1. Documentation Agreements

• Prepare, review, and manage customer agreements and booking forms.
• Ensure all documents are complete, accurate, and properly filed.
• Coordinate with legal/administration teams for agreement execution.

1. Payment Coordination Follow-Up

• Follow up with customers for due, pending, or delayed payments.
• Issue demand letters/demand drafts as per the payment schedule.
• Generate payment receipts and update the system once payments are received.
• Track all customer payments and ensure timelines are followed.

1. CRM MIS Management

• Update customer information, booking details, payment status, and documents in the CRM.
• Maintain accurate MIS reports for management review.
• Prepare daily/weekly/monthly reports on collections, pending payments, and documentation status.

1. Customer Communication

• Coordinate with customers regarding pending payments, documentation, agreement signing, and project updates.
• Respond to customer queries related to payments, agreements, and schedules.
• Escalate issues or payment delays to the manager when necessary.

1. Coordination With Internal Teams

• Work closely with the sales, accounts, and legal teams to ensure smooth completion of customer onboarding processes.
• Inform the manager about critical pending payments, delays, or customer concerns.

Required Skills Qualifications:

• Graduate in any discipline (preferred: Commerce, Business Administration).
• 1 3 years of experience in CRM, customer service, or real estate documentation.
• Strong knowledge of real estate payment schedules and documentation processes.
• Proficient in MS Office, CRM software, and basic accounting concepts.
• Excellent communication and follow-up skills.
• Attention to detail and ability to manage multiple files simultaneously.

Preferred Skills:

• Experience in the real estate industry.
• Knowledge of RERA-compliant documentation and procedures.

Key Skills :

• Real Estate Sales
• Crm