CRM Assistant (Real Estate)

CRM Assistant

Department

Customer Relationship Management (CRM)

Industry

Real Estate

Reporting To

CRM Head

Job Summary

The CRM Assistant is responsible for supporting customer relationship management activities, ensuring smooth communication with customers, maintaining customer records, coordinating documentation, and assisting in post-sales processes. The role focuses on enhancing customer satisfaction and ensuring timely resolution of customer queries.

Key Responsibilities
- Maintain and update customer databases and CRM software with accurate information.
- Assist in managing customer interactions throughout the customer lifecycle.
- Coordinate with customers regarding bookings, payments, documentation, and possession-related activities.
- Handle customer inquiries, requests, and complaints, ensuring timely resolution.
- Follow up with customers for pending documents, payments, and required formalities.
- Prepare and maintain customer records, agreements, and correspondence.
- Coordinate with Sales, Accounts, Legal, Projects,



and other departments for customer-related matters.
- Assist in generating customer reports, MIS reports, and CRM dashboards.
- Support customer engagement initiatives and customer satisfaction surveys.
- Schedule customer meetings, site visits, and possession handovers.
- Ensure compliance with company policies and customer service standards.
- Maintain confidentiality of customer information and company data.

Required Qualifications
- Bachelor's degree in Business Administration, Commerce, Management, or a related field.
- 1-3 years of experience in CRM, customer service, sales coordination, or real estate customer relations.
- Experience in the real estate industry will be preferred.

Required Skills:
- Excellent communication and interpersonal skills.
- Solid customer service orientation.
- Proficiency in MS Office (Excel, Word, PowerPoint).
- Knowledge of CRM software and customer database managem

📌 CRM Assistant (Mumbai)
🏢 Vijay khetan group
📍 Mumbai