CRM Officer Real Estate

(This position is open exclusively to female candidates)

A CRM Executive in the real estate sector is responsible for managing client relationships, ensuring smooth post-sales processes, and supporting the sales team with documentation and customer communications. The role is often client-facing and requires strong organizational and communication skills, with a preference for female candidates in many organizations.

Key Responsibilities

• Client Onboarding and Communication
• Conduct welcome calls and send welcome emails to new clients after booking, providing booking-related information and collecting feedback.
• Serve as the single point of contact for clients, addressing queries and concerns via phone, email, and in-person meetings.
• Maintain regular follow-ups for payments, documentation, and property registrations.
• CRM System Management
• Manage and update the CRM database with accurate client information, transaction details, and communication logs.
• Ensure all documentation (booking forms, agreements, KYC, receipts) is complete and filed properly
• CRM software proficiency .
• Coordination and Documentation
• Coordinate with sales, legal, and finance teams to ensure timely processing of agreements, payment receipts, and other client documents.
• Issue payment receipts, demand letters, possession letters, and other relevant documents as per company policies.
• Home Loan and Financial Coordination
• Liaise with banks and financial institutions for home loan approvals and eligibility assessments.
• Assist clients with documentation required for loan processing and property registration.
• Customer Service and Issue Resolution
• Address and resolve post-sales queries and complaints with a customer-centric approach.
• Ensure high levels of customer satisfaction throughout the client journey.
• Reporting and Record Keeping
• Prepare and maintain MIS reports, daily sales reports (DSR), and documentation records for management review.
• Track and report on customer service metrics and feedback.

Desired Skills and Qualifications

• Bachelor’s degree (any discipline); preference for experience in real estate or customer service roles.
• 1-3 years of relevant experience in real estate sales, CRM, or customer service.
• Excellent verbal and written communication skills in English and Hindi.
• Proficiency in CRM software, MS Office, and documentation management.
• Strong organizational, multitasking, and time-management abilities.
• Presentable, proactive, and resourceful, with a customer-focused attitude.
• Ability to coordinate with multiple internal and external stakeholders.
• Female candidates are often preferred for this role due to client engagement requirements.

Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹40,000.00 per month

Benefits:

• Provident Fund

Work Location: In person