CRM Executive – Real Estate

Job Title:

Experience

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Job Summary

We are looking for a dynamic and detail-oriented CRM Executive with 2–3 years of experience in the real estate industry to manage customer relationships from post-booking until project handover. The ideal candidate will be skilled in client communication, documentation management, payment follow-up, and CRM system operations, ensuring a seamless customer journey and strong brand representation.

Key Responsibilities

• Client Onboarding & Communication

o Welcome new clients post-booking and explain documentation, payment schedules, and next steps.

o Act as the single point of contact for clients from booking to handover.

o Respond promptly to queries regarding project updates, payment status, and construction progress.

• Documentation & Coordination

o Collect and verify required documents for agreement drafting and execution.

o Coordinate with the legal team for Sale Agreements, Sale Deeds, and RERA compliance.

o Maintain organized records of agreements, receipts, NOCs, and possession letters.

• Payment Follow-Up & Reporting

o Monitor and update payment schedules and milestones.

o Follow up on outstanding dues in coordination with the finance department.

o Issue reminders, demand letters, and manage late payment approvals.

o Prepare periodic reports on customer service, collections, and pending payments.

• Cross-Department Collaboration

o Liaise with Sales, Projects, Legal, and Finance teams to address client concerns.

o Schedule and coordinate site visits, handover meetings, and customization requests.

o Support sales and marketing teams with CRM insights to drive growth.

• CRM Management

o Maintain and update customer data in CRM systems (Salesforce, SAP, Zoho, Tranquil, 4QT, etc.).

o Track and analyze client interactions to improve engagement strategies.

o Provide training/support to team members on CRM best practices.

Qualifications

• Bachelor’s degree in Business Administration, Marketing, or related field.

• 2–3 years of CRM experience in the real estate sector.

• Experience in real estate sales or customer relationship management.

• Strong knowledge of CRM systems and processes.

Skills Required

• CRM software expertise (Salesforce, SAP, Zoho, Tranquil, 4QT, or similar).

• Excellent communication and interpersonal skills.

• Strong coordination, follow-up, and documentation handling.

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).

• Data analysis and report generation skills.

• Ability to handle multiple clients and deadlines simultaneously.

📞 Contact: 9989068690

📧 Email: hr@teramor.in