Customer Relations Manager – Real Estate

Job Overview:

CRM Executive

Key Responsibilities:

• Customer Relationship Management (CRM):

  Act as the primary point of contact for customers until the property registration, serving as their dedicated Relationship Manager.

• Deal Management:

  Document the entire deal in the SFDC system, including cost sheets, booking forms, and all transaction details.

• Cost Sheet Preparation & Booking Forms:

  Accurately prepare cost sheets and fill booking forms as per SFDC guidelines.

• Payment Calculation & Explanation:

  Clearly explain payment structures, GST, stamp duty, and milestones to customers, ensuring complete transparency.

• Follow-ups & Payment Reminders:

  Consistently follow up with clients to ensure timely payments and send reminders when required.

• Process Guidance:

  Guide customers through the complete property buying process, including assistance with loan applications if needed.

• Documentation Management:

  Prepare and manage all relevant paperwork (Cost Sheets, Contracts, Blank Drafts, CC, LOI documents), ensuring accuracy and compliance.

• Coordination with Closing Team:

  Work closely with the closing team to finalize deals smoothly and ensure payments are correctly processed.

• Knowledge of Financials:

  Calculate GST, stamp duty, and final payable amounts accurately; provide clarity to customers regarding financial obligations.

• Customer Support:

  Resolve customer queries promptly and provide end-to-end support until registration.

• Knowledge of Company Profile:

  Stay well-versed with the company’s offerings and positioning to represent Roswalt Realty effectively.

Requirements:

• Bachelor’s degree or equivalent in Marketing, Public Relations, Finance, or related field.
• Proven experience in

  Customer Relationship Management

  , preferably in real estate.
• Hands-on experience with

  SFDC (Salesforce CRM)

  – must be proficient.
• Strong knowledge of

  real estate documentation

  , including cost sheets, booking forms, CC, LOI, contracts, and payment records.
• Familiarity with

  GST, stamp duty, and loan application processes

  .
• Excellent communication skills (verbal & written).
• Detail-oriented with strong organizational and time-management abilities.
• Ability to work under pressure and handle multiple tasks simultaneously.
• Prior experience in payment management and real estate customer-facing roles preferred.