CRM Executive

2 days ago

Kolkata West Bengal, India Doff Estates & Consultants Pvt. Ltd Full time

To manage and maintain relationships with homebuyers after the sales transaction, ensuring timely documentation, payment follow-ups, issue resolution, and smooth possession process.

**1. Post-Sales Coordination**
- Confirm booking details and send booking confirmation to the customer.
- Coordinate with the sales and accounts team to ensure a smooth handover of customer records.

**2. Documentation & Agreements**
- Prepare and share sales agreements, allotment letters, and payment schedules.
- Ensure timely signing of agreements and collection of KYC documents.
- Coordinate with legal for registration-related documentation.

**3. Payment Follow-up**
- Track the customer’s payment milestones as per the payment plan
- Send reminders for due payments
- Share receipts and resolve billing-related queries.

**4. Customer Communication & Service**
- Act as the single point of contact for all post-sale customer queries.
- Maintain polite, professional, and solution-oriented communication.

**5. Construction Updates & Possession**
- Send regular updates on construction progress.
- Coordinate site visits, handover processes, and snag list rectifications before possession.
- Prepare and share possession letters and assist with registration formalities.

**6. CRM System & Reporting**
- Maintain accurate records of customer interaction in CRM software.
- Generate reports on payment status, handovers, customer satisfaction, etc.
- Escalate serious complaints to higher management if required.

**7. Cross-functional Coordination**
- Work closely with sales, accounts, legal, and engineering teams to resolve customer concerns quickly and accurately.
- **Skills Required**:

- Strong communication (written and verbal)
- Knowledge of real estate documentation, RERA, and property law basics
- Patience and professionalism in handling difficult customers

Pay: ₹12,000.00 - ₹18,000.00 per month

**Benefits**:

- Health insurance
- Paid sick time
- Paid time off
- Provident Fund

Schedule:

- Day shift

Supplemental Pay:

- Yearly bonus

Work Location: In person

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