
CRM Executive
1 week ago
**Key Responsibilities**
- **Client Onboarding and Communication**:
- 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.
**Job Types**: Full-time, Permanent
Pay: ₹20,000.00 - ₹45,000.00 per month
**Benefits**:
- Provident Fund
Schedule:
- Day shift
Work Location: In person
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