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Customer Relations Manager – Real Estate
2 weeks ago
Job Overview:
We are looking for a dynamic and dedicated
CRM Executive
to join our team at Roswalt Realty. The ideal candidate will play a crucial role in establishing and maintaining positive relationships with customers, ensuring seamless communication from the initial inquiry to the registration of the property. This position requires attention to detail, strong communication skills, and the ability to manage customer relationships throughout the entire deal process.
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.