CRM Executive – Job Description (Real Estate – Residential / Commercial Redevelopment)

Role Overview

The CRM Executive will be responsible for end-to-end customer relationship management post sales, including documentation, collections coordination, customer communication, banking coordination, ERP updates, and customer service for residential and commercial redevelopment projects.

Key Responsibilities
Handle post-sales customer management activities from booking till possession and registration.
Prepare and manage Projections, Allotment Letters, Agreements, Registry documents, Cancellation Letters, Transfer Letters, and related documentation.
Verify recent bookings and ensure smooth processing from allotment to possession.
Coordinate execution of Agreements, Demand Letter generation, Receipts, Collections, Transfers, Refunds, and Cancellations.
Follow up with customers for payment schedule adherence and pending collections.
Coordinate with banks and financial institutions for home loan processing and disbursements.
Maintain robust relationships with leading financial institutions for project tie-ups.
Manage customer handover from Sales after payment collection completion.
Support receivables management including MIS reporting and collection status tracking.




Handle customer escalations related to collections, penalties, refunds, bounced cheques, and cancellations.
Ensure timely resolution of customer queries within defined timelines.
Conduct project updates and customer site visit coordination whenever required.
Maintain and update ERP data as per project details.
Prepare daily, weekly, and monthly MIS reports related to collections, customer status, transfers, and project updates.
Coordinate with Legal, Accounts, Projects, HR, Admin, Dispatch, and Filing departments for smooth operations.
Assist Sales and Business Development teams with customer data and lead support.
Collect market feedback and customer sentiments and share insights with senior management.
Ensure high standards of customer satisfaction and Voice of Customer management.

Desired Candidate Profile
Graduate in any discipline.
2–5 years of CRM experience in Real Estate.
Good knowledge of real estate documentation and customer lifecycle management.
Robust communication and coordination skills.
Working knowledge of ERP/CRM software and MS Excel.

Pay: ₹20,000.00 - ₹35,000.00 per month

Work Location: In person

📌 Crm Executive In Real Estate Company Andheri East (India)
🏢 Vijay khetan group
📍 India