CRM Executive

Job Description for CRM Executive. We are looking for a proactive and detail-oriented CRM Executive/ Senior Executive to manage and optimize our customer relationship management processes. The ideal candidate will ensure superior client experience, manage post-sales services, and coordinate with internal and external stakeholders to ensure timely possession, documentation, and customer satisfaction. Key Responsibilities: 1. Customer Relationship Management: Serve as the primary point of contact for customers post-booking. Handle customer queries related to payment schedules, documentation, project progress, and handover. Regularly follow up with clients for payments, document submissions, and feedback. Ensure timely response and resolution to customer complaints/escalations. 2. Sales & post-sales Coordination: Coordinate with sales, legal, accounts, and projects teams for smooth documentation and post-sale formalities. Manage customer data, agreements, and contracts using CRM software. Schedule and conduct customer meetings for agreement signings, site visits, or possession processes. 3. CRM System Management: Maintain accurate and updated records in the CRM system (e.g., Salesforce, Zoho CRM, or other in-house tools). Track customer journey from booking to handover. Generate reports related to customer interaction, feedback, pending payments, etc. 4. Payment & Documentation Follow-up: Send payment reminders and follow up on outstanding dues as per the payment schedule. Coordinate for KYC documents, agreement for sale, registration, and other legal formalities. 5. Customer Engagement & Retention: Maintain long-term customer relationships for repeat and referral business. Conduct customer satisfaction surveys and analyze feedback for service improvement. Plan and execute engagement activities like welcome kits, updates on project milestones, and handover ceremonies. 6. Qualifications: Bachelor's Degree (preferred: BBA, B. Com, or any graduate degree). 7. Skills Required: Excellent communication (written and verbal) and interpersonal skills Proficiency in CRM software. Strong problem-solving and conflict-resolution skills Attention to detail and good organizational skills Ability to work under pressure and handle multiple clients Job Type: Full-time Pay: ₹300,000.00 - ₹596,460.26 per year Benefits: Cell phone reimbursement Health insurance Provident Fund Schedule: Day shift Supplemental Pay: Performance bonus Education: Bachelor's (Required) Experience: CRM: 3 years (Required) Location: Sanpada, Navi Mumbai, Maharashtra (Preferred) Work Location: In person