
CRM Executive
1 week ago
**Job Description for CRM Executive.**
**Key Responsibilities**:
**1. Customer Relationship Management**:
- Serve as the primary point of contact for customers post-booking.
- Handle customer queries related to payment schedules, documentation, project progress, and handover.
- Regularly follow up with clients for payments, document submissions, and feedback.
- Ensure timely response and resolution to customer complaints/escalations.
**2. Sales & post-sales Coordination**:
- Coordinate with sales, legal, accounts, and projects teams for smooth documentation and post-sale formalities.
- Manage customer data, agreements, and contracts using CRM software.
- Schedule and conduct customer meetings for agreement signings, site visits, or possession processes.
**3. CRM System Management**:
- Maintain accurate and updated records in the CRM system (e.g., Salesforce, Zoho CRM, or other in-house tools).
- Track customer journey from booking to handover.
- Generate reports related to customer interaction, feedback, pending payments, etc.
**4. Payment & Documentation Follow-up**:
- Send payment reminders and follow up on outstanding dues as per the payment schedule.
- Coordinate for KYC documents, agreement for sale, registration, and other legal formalities.
**5. Customer Engagement & Retention**:
- Maintain long-term customer relationships for repeat and referral business.
- Conduct customer satisfaction surveys and analyze feedback for service improvement.
- Plan and execute engagement activities like welcome kits, updates on project milestones, and handover ceremonies.
**6. Qualifications**:
- Bachelor's Degree (preferred: BBA, B. Com, or any graduate degree).
**7. Skills Required**:
- Excellent communication (written and verbal) and interpersonal skills
- Proficiency in CRM software.
- Strong problem-solving and conflict-resolution skills
- Attention to detail and good organizational skills
- Ability to work under pressure and handle multiple clients
Pay: ₹300,000.00 - ₹596,460.26 per year
**Benefits**:
- Cell phone reimbursement
- Health insurance
- Provident Fund
Schedule:
- Day shift
Supplemental Pay:
- Performance bonus
**Education**:
- Bachelor's (required)
**Experience**:
- CRM: 3 years (required)
**Location**:
- Sanpada, Navi Mumbai, Maharashtra (preferred)
Work Location: In person
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