CRM Executive

2 days ago


Pune Maharashtra, India Shevi Group Full time

**Job Summary**
Real estate CRM executive performs a multitude of duties to support the real estate sales team. Day-to-day, you will find them answering the telephone, taking messages,preparing real estate forms, documents and correspondence, mailing letters, and maintaining electronic and paper filing systems. Computer literacy is necessary for this job, as is the ability to focus on many tasks at once in a fast-paced team environment. Experience in office administration and HR related work preferred.

**Responsibilities and Duties**
- Coordinating office activities and operations to secure efficiency and compliance to company policies
- Supervising administrative staff and dividing responsibilities to ensure performance
- Keep stock of office supplies and place orders when necessary
- Coordinate office activities and operations to secure efficiency and compliance to company policies.
- Create and update records and databases with personnel, financial, Sales and other data
- Track stocks of office supplies and place orders when necessary
- Submit timely reports and prepare presentations/proposals as assigned
- Assist colleagues whenever necessary
- Perform HR related duties
- Welcome call and welcome mail for New Bkg.
- Checking booking form details with ERP and getting CRM validation from manager
- Issuing receipts for the booking amount and sending the same to A/c dept.
- Follow up with clients for agreements as well as for their loan sanction letter.
- Coordinating with agreement team to schedule agreements
- Preparing mortgage NOC, CF NOC and demand letter
- Handing over original documents along with the required loan documents to the client/banker
- Follow up for payments for registered and unregistered clients.
- Follow up with bankers for bank disbursement.
- Preparing and sending demand letters as per work progress.
- Providing comprehensive after-sales support
- Preparation and maintenance of various MIS Reports
- **Key Skills**:

- Microsoft Office, tally ERP 9
- **Required Experience and Qualifications**:

- Prior experience in real estate would be preferred
- Proven experience as an **office administrator**, office assistant or relevant role
- Outstanding communication and interpersonal abilities
- Excellent organizational and leadership skills
- Familiarity with office management procedures and basic accounting principles
- Excellent knowledge of MS Office and office management software (ERP etc.)
- Qualifications in secretarial studies will be an advantage
- High school diploma; BSc/BA in office administration or relevant field is preferred

**Benefits**
- Initial training would be provided

Pay: ₹15,000.00 - ₹25,000.00 per month

Schedule:

- Fixed shift


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