Staff Requirement CRM Executive (Real Estate)

Position Title - CRM Executive (Post-Sales – Real Estate)

Department - Sales / Customer Relationship Management

Reporting To - Sales Manager

Location Project Site – Virar

Number of Positions - 2

Job Objective To manage post-sales customer relationships in a real estate project by ensuring timely agreement execution, payment collections, bank coordination, customer communication, and smooth possession, thereby maintaining high customer satisfaction and compliance.

Key Responsibilities

- Customer Relationship Management

- Act as the single point of contact for customers post-booking.
- Handle customer queries related to payments, construction progress,

documentation, and possession.
- Maintain qualified and timely communication with customers throughout

the lifecycle of the project.
- Agreement & Documentation

- Coordinate execution of Agreement for Sale with customers, legal team, and

sales team.
- Ensure collection, verification, and proper filing of customer documents.
- Track agreement status and ensure closure within defined timelines.

3. Payment Follow-ups & Collections
- Share payment schedules and issue demand letters as per construction

milestones.
- Follow up with customers for timely instalment payments.
- Coordinate with accounts department for receipt generation and ledger

reconciliation.
- Bank Loan Coordination

- Assist customers with builder NOC, documents, and sanction follow-ups.
- Coordinate with banks, financial institutions, and loan agents for sanction

and disbursement.
- Track loan disbursement against project milestones.

5. Communication & Updates
- Share regular construction progress updates, official notices,



and possession

timelines.
- Manage bulk communication through CRM systems, email, and WhatsApp.

6. Possession & Handover
- Coordinate issuance of possession letters, final demand notes, and clearance

certificates.
- Schedule possession dates and coordinate snag-list inspections.
- Ensure proper handover documentation is completed and archived.

7. Complaint Management
- Register and track customer complaints.
- Coordinate with internal teams for resolution within defined TAT.
- Ensure proper closure with customer confirmation.

8. CRM Data & Reporting
- Maintain accurate and up-to-date customer data in CRM software.
- Prepare periodic reports on agreements, collections, loan status, and

possession.

Eligibility Criteria

Education

Graduate in any discipline (Commerce / Management preferred)

Experience

1 to 4 years of experience in Real Estate CRM / Post-Sales / Customer Coordination

Skills & Competencies

- Strong verbal and written communication skills
- Good follow-up and coordination abilities
- Knowledge of real estate processes (Agreement, RERA, possession)
- Proficiency in MS Excel, MS Office and CRM software
- Customer-oriented and solution-driven approach

Key Performance Indicators (KPIs)
- Agreement execution turnaround time
- Collection efficiency & overdue reduction
- Customer satisfaction & complaint resolution
- Accuracy and completeness of CRM data

Salary (CTC Range – Indicative) Junior CRM Executive (1–2 years):

2 LPA – 3.2 LPA

CRM Executive (2–4 years):

3 LPA – 4.5 LPA

Working Days & Timing

- 6 days working (1 weekly off)
- 10:00 AM – 7:00 PM
- Weekend working mandatoryRole & responsibilities

Preferred candidate profile

📌 CRM Executive - Post Sales (Virar)
🏢 Viva Homes
📍 Virar