CRM Executive – Backend | Real Estate

Job Summary:
Responsible for backend CRM operations, maintaining customer and booking data, coordinating with sales, accounts, legal, and other internal teams, and ensuring timely and accurate documentation throughout the customer journey.

Key Responsibilities:

- Maintain and update customer records in CRM software.
- Manage lead, booking, allotment, agreement, payment, and possession-related data.
- Verify and maintain accuracy of customer documents and records.
- Coordinate with Sales, Accounts, Legal, and Operations teams.
- Track customer payments, outstanding amounts, and documentation status.
- Prepare daily/weekly/monthly CRM reports and MIS.
- Update booking status, cancellations, transfers, and other customer transactions.
- Handle customer queries related to documentation, payments, receipts, and account status.
- Ensure timely follow-up on pending documents and approvals.




- Maintain proper filing and confidentiality of customer information.
- Support the CRM Manager/Head with data analysis and reporting.

Required Skills:

- Positive knowledge of MS Excel (VLOOKUP/XLOOKUP, Pivot Tables, filters, basic formulas).
- Experience with CRM/ERP software.
- Strong data-entry and documentation skills.
- Good coordination and communication skills.
- Attention to detail and accuracy.
- Ability to manage multiple records and deadlines.
- Prior experience in real estate CRM/back-office operations is preferred.

Qualification:
Graduate in any discipline; candidates with experience in real estate, CRM, sales coordination, or back-office operations preferred.

Pay: ₹20,000.00 - ₹25,000.00 per month

Work Location: In person

📌 CRM Executive (India)
🏢 Unity Group
📍 India