
Customer Relationship Manager
1 day ago
CRM & Sales Coordinator
Department: Sales & Marketing
Reports To: Sales Head / Director / CRM Manager
Location: Ludhiana
Purpose of the Role
To manage the entire sales and customer relationship process — from lead handling, booking coordination, documentation, payment follow-ups, to after-sales service — ensuring a seamless customer experience and efficient internal coordination across departments.
Key Responsibilities
A. Sales & Lead Management
- Handle incoming leads from marketing, portals, and walk-ins.
- Assign, track, and follow up on leads with sales executives.
- Maintain CRM database with updated lead status, remarks, and closures.
- Generate and circulate daily/weekly sales reports (leads, bookings, site visits, conversions).
- Coordinate site visits and ensure smooth client experience.
- Support the sales team in preparing proposals, quotations, and booking documents.
B. Booking & Documentation
- Manage booking process: application form, booking amount, and KYC verification.
- Coordinate with accounts for receipts and payment updates.
- Liaise with legal for sale agreements, allotment letters, and registration process.
- Maintain systematic records of all customer documents (soft & hard copies).
- Ensure compliance with RERA and company documentation standards.
C. Customer Relationship Management (Post-Sales)
- Act as a single point of contact for customers post-booking.
- Send payment schedules, reminders, and project progress updates.
- Address and resolve customer queries, issues, and requests promptly.
- Coordinate with project, accounts, and legal departments for client requirements.
- Manage possession communication, handover process, and feedback collection.
D. Reporting & Coordination
- Maintain accurate data in FMS/ Excel dashboard.
- Prepare MIS reports for management:
- Sales status (leads, site visits, bookings)
- Collection and outstanding payments
- Customer service updates and complaint summary
- Coordinate between Sales, Marketing, Accounts, and Project teams for smoother operations.
- Assist management in implementing sales and customer experience improvements.
Qualifications & Skills Required
- Education: Graduate / MBA (Marketing, Business Administration, or related).
- Experience: 3–6 years in Real Estate Sales, CRM, or Customer Relations.
- Technical Skills:
- Proficient in MS Excel, Word, PowerPoint.
Job Type: Full-time
Pay: ₹20, ₹30,000.00 per month
Work Location: In person
-
Customer Relationship Manager
7 days ago
Ludhiana, Punjab, India Skill Mapping Full time ₹ 2,16,000 - ₹ 2,76,000 per yearA CRM (Customer Relationship Management) job description varies depending on the specific role, but generally involves building and maintaining strong customer relationships, overseeing customer service operations, managing CRM software, analyzing customer data to improve the customer experience and increase loyalty, and collaborating with sales and...
-
Relationship Manager
1 week ago
Ludhiana, Punjab, India Axis Asset Management Co Ltd Full time ₹ 6,00,000 - ₹ 12,00,000 per yearRelationship Manager- The role involves managing client relationships and ensuring customer satisfaction. - Candidates should have a proven track record in relationship management. - The position requires strong communication and interpersonal skills. - Experience in sales or business development is preferred. - The ideal candidate should be able to identify...
-
Relationship Manager
7 days ago
Ludhiana, Punjab, India Swan Genx Full time ₹ 1,80,000 - ₹ 5,40,000 per yearRelationship ManagerA Relationship Manager is responsible for forming and maintaining connections with clients to drive sales. Their duties include meeting with client's in-person to discuss new products or services, resolving client issues or services, to preserve relationships and communicating with other departments about maximizing client experiences. In...
-
Relationship Manager
1 week ago
Ludhiana, Punjab, India SBI MUTUAL FUND (SBIMF) Full time ₹ 9,00,000 - ₹ 12,00,000 per yearRole and ResponsibilitiesDevelop, implement strategy to achieve planned growth objectives for the IFA channelAcquisition of New IFAs the system for B2B sales which needs to be continuous and ongoing processActivate IFAs thought regular knowledge sessions to empower them to build sizable AUMDevelop, execute and manage retail strategy and tactical business...
-
Customer Relationship Manager
1 day ago
Ludhiana, Punjab, India DecoinnPVC Full time ₹ 4,00,000 - ₹ 12,00,000 per yearJob Description: As a full-time employee, you will be required to work in person at the designated work location. Key Responsibilities: - Attend work at the specified location regularly and punctually. - Carry out assigned tasks efficiently and effectively. Qualifications Required: - Ability to work in a physical office environment. - Good time management...
-
Customer Relationship Executive
2 weeks ago
Ludhiana, Punjab, India Hero Homes Full time ₹ 4,00,000 - ₹ 8,00,000 per yearRole & responsibilitiesProviding help and advice to visiting customers in case any help they ask for.Communicating courteous y with customers by telephone, email and face to face.Investigating and solving customers' problems.Handling customer complaints or any crises, such as security, Technical issues or a customer being taken ill.Make customers aware of...
-
Development/Relationship Manager
2 weeks ago
Ludhiana, Punjab, India ICICI Lombard Full time ₹ 4,00,000 - ₹ 12,00,000 per yearTitle :- Development/Relationship Manager - Health Agency(Ludhiana)Vertical :- Health AgencyLocation : LudhianaMinimum Experience: 1-10 yearsIndustry preferred:- SAHI, LI, GI, Banking, Pharma, Telecom, Mutual Funds, NBFC, FMCGRoles and Responsibilities:1) Sales of health insurance through Agency Channel.2) Recruit, Train Agents and Generate business through...
-
Relationship manager
1 week ago
Ludhiana, Punjab, India DCB Bank Full time ₹ 7,20,000 - ₹ 15,00,000 per yearRole & responsibilitiesShould be able to achieve monthly business targets.Should develop and acquire new customersPerks and benefitsIncentivesAll banking benefits
-
Relationship Manager(Vice President)
2 weeks ago
Ludhiana, Punjab, India Anand Rathi Wealth Limited Full time ₹ 15,00,000 - ₹ 28,00,000 per yearCompany DescriptionAnand Rathi Wealth Limited (ARWL) is an NSE 500-listed company focused on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). We offer a transparent, data-backed, and objective-driven approach to financial success, specializing in wealth creation, risk management, tax planning,...
-
Nri Relationship Manager
1 day ago
Ludhiana, Punjab, India Changeleaders Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per yearAcquire and manage key clients and High Net Worth Individuals (HNIs) within the NRI segment. Responsible for providing personalized financial advice and solutions tailored to meet the unique needs of NRI customers, including investments, insurance.