Position: CRM Executive

Department: Customer Relationship Management (CRM)

Location: Bangalore

Reporting To: CRM Manager / Head CRM

Role Overview:

The CRM Executive will be responsible for managing customer relationships through the post-sales lifecycle, ensuring seamless coordination for agreements, documentation, registrations, collections, and customer records. The role requires solid attention to detail, coordination skills, and the ability to work closely with customers, legal, finance, sales, and internal teams.

Key Responsibilities:

1. Agreement Management

- Prepare customer agreements and ensure accuracy and completeness of documentation.
- Coordinate with legal teams for agreement review, vetting, and necessary approvals.
- Maintain organized records of customer agreements and related documents.
- Ensure timely execution and tracking of agreement processes.

2. Demand Documentation & Billing Coordination

- Prepare and issue customer demand letters/documents as per project milestones.
- Ensure accuracy of demand details and coordinate with relevant internal teams.
- Maintain updated demand records in customer files and CRM systems.
- Support timely communication of payment schedules to customers.

3. TDS Filing & Reconciliation

- Coordinate with customers regarding TDS payments and required documentation.
- Track TDS submissions and ensure timely receipt of certificates.
- Reconcile TDS records with the Accounts team.
- Maintain accurate TDS-related documentation and reports.

4. Registration Process Management

- Coordinate customer registration activities and documentation.




- Prepare and upload sale deed documents on the Kaveri portal.
- Liaise with customers, legal teams, and internal stakeholders for smooth registration completion.
- Maintain customer registration records and status updates.

5. Collection Support

- Support front-end sales/CRM teams with customer payment follow-ups.
- Coordinate with customers regarding pending payments and documentation requirements.
- Provide regular updates on payment status and customer queries.
- Assist in resolving payment-related concerns in coordination with Accounts.

6. CRM Data Management

- Maintain and update customer information in the CRM system.
- Ensure accuracy, completeness, and timely updation of customer records.
- Generate reports and provide data support as required.
- Ensure continuity of CRM operations and data accessibility during absence of key team members.

7. Customer Engagement

- Interact with customers through calls, emails, and meetings to address queries, provide updates, and build strong customer relationships.
- Proactively engage with customers to enhance satisfaction, resolve concerns, and ensure a positive customer experience.

Preferred candidate profile:

- Strong knowledge of real estate documentation and post-sales processes.
- Good understanding of agreements, registration processes, and customer documentation.
- Proficiency in MS Excel and CRM software.
- Strong coordination and follow-up skills.
- Excellent written and verbal communication skills.
- Attention to detail and ability to manage multiple priorities.
- Customer-centric approach with strong problem-solving abilities.

📌 CRM Executive (Bengaluru)
🏢 MODERN SPAACES
📍 Bengaluru