Company: Swagat Properties

Location: Thane

Job Type: Full-Time

Experience: 1–3 Years Preferred

Industry: Real Estate

About Swagat Properties

Swagat Properties is a growing real estate brokerage and property consulting company based in Thane. We deal in residential and commercial properties and work closely with customers to understand their requirements and help them find suitable properties.

We are looking for a Real Estate Sales & CRM Coordinator who can work closely with the Boss/Management and Sales Team and take responsibility for customer inquiries, lead coordination, CRM management, follow-ups, property information, site visits and YouTube-related customer inquiries.

## Job Summary

This is a coordination + customer handling + CRM + sales support role.

The selected candidate will work closely with the Boss and Sales Team. The person will be responsible for attending incoming property inquiry calls, understanding customer requirements, forwarding leads to the concerned team member, taking regular follow-ups from the sales team, maintaining accurate CRM records and ensuring that every lead is properly tracked.

The candidate will also be required to accompany the Boss for property/site visits and YouTube video shoots from time to time. During these visits, the candidate will learn detailed information about flats, projects and properties so that she can confidently handle basic customer queries and coordinate with the appropriate sales person.

## Key Responsibilities

### 1. Incoming Customer Calls & Inquiry Handling

Attend incoming calls related to flats, properties, projects and other real estate inquiries.

Understand the customer's requirement, budget, preferred location, configuration and other basic requirements.

Collect important customer information and record the inquiry properly.

Provide basic property information wherever required.

Forward each inquiry to the appropriate sales/team member without delay.

Ensure that every incoming inquiry is recorded and tracked.

Handle calls professionally and politely.

Identify important/high-intent inquiries and immediately inform the Boss or concerned team member.

### 2. Lead Management

- Manage the complete lead flow from new inquiry to follow-up and closure.

Ensure that every lead is assigned to the correct sales team member.





Track whether the concerned team member has contacted the customer.

Maintain a proper record of lead status.

Identify leads that have not been contacted or followed up.

Regularly remind the concerned team member about pending follow-ups.

Escalate significant, high-value or unattended leads to the Boss/Management.

- Ensure that no genuine customer inquiry is missed or forgotten.

### 3. Sales Team Follow-up The candidate will act as a central coordination point between customer inquiries and the sales team.

Daily responsibilities will include

Checking pending leads.

Taking follow-up updates from sales team members.

Checking whether customers were contacted.

Checking the next follow-up date.

Tracking site visits scheduled.

Checking site visits completed.

Tracking negotiation and conversion status.

Following up with team members for overdue leads.

Updating management about important pending leads.

The candidate must ensure that the sales team maintains proper follow-up discipline.

### 4. CRM Management

Regularly check the company CRM.

Ensure that all new inquiries are entered correctly.

Check whether every lead has been assigned to the correct team member.

Monitor lead status and follow-up dates.

Ensure that sales team members update the CRM regularly.

Identify missing information, inactive leads and overdue follow-ups.

Keep customer and property information accurate and updated.

CRM should be monitored on a daily basis.

Important information to track includes:

Customer Name

Contact Number

Inquiry Source

Property/Project

Location

Budget

Requirement

Assigned Sales Person

Last Contact Date

Next Follow-up Date

Customer Response

Site Visit Status

Negotiation Status

Conversion Status

Lost/Inactive Status

Remarks

### 5. Property Knowledge & Site Visits The candidate will be required to accompany the Boss during property visits/site visits whenever required.





During these visits, the candidate should actively learn about:

Project name

Builder/developer

Location

Connectivity

Flat configuration

Carpet area

Pricing

Amenities

Possession

Parking

Floor plans

Nearby landmarks

Project USPs

Customer benefits

- Important sales points The objective is to develop strong knowledge of the properties handled by Swagat Properties.

After learning the property details, the candidate should be able to confidently handle basic customer inquiries over the phone and connect the customer with the appropriate sales team member for detailed discussion.

### 6. YouTube Channel & Video Shoot Coordination

Swagat Properties also has a YouTube channel for property-related content.

The candidate may be required to accompany the comapny Headduring:

Property visits

Project visits

Flat inspections

YouTube video shoots

Property walkthroughs

Real estate content shoots

Responsibilities may include

Accompanying the Boss to the location.

Understanding the property information being discussed.

Keeping notes of important property details.

Supporting basic coordination during the shoot.

Handling customer inquiries generated through YouTube videos.

Recording and forwarding YouTube-generated leads to the concerned sales person.

Tracking follow-ups for leads received through YouTube and other digital channels.

The candidate should be comfortable travelling locally for property visits and shoots when required.

- Daily Reporting to Management The candidate will prepare and provide a daily lead status/update to the Boss.

The daily report should include:

Total new inquiries received

Calls attended

Leads forwarded

Leads contacted

Follow-ups completed

Follow-ups pending

Overdue follow-ups

Site visits scheduled

Site visits completed

Important/high-intent leads

Converted leads

Lost/inactive leads

CRM update status

- Any major issue requiring management attention The candidate should proactively highlight pending or unattended leads instead of waiting for the Boss to ask.

## Candidate Requirements
- Freshers with excellent
- 1–3 years of experience in real estate, sales coordination, telecalling, CRM or customer relationship management preferred.

📌 Real Estate Sales & CRM Coordinator (Thane)
🏢 Swagat Properties India
📍 Thane