25 Aug
|
Asset Deals
|
Gurugram
25 Aug
Asset Deals
Gurugram
CRM, SALES COORDINATION & OFFICE ADMIN
Company: Asset Deals LLP
Location: Pune
Department: CRM / Sales Operations
Designation: CRM & Sales Coordinator
Reporting To: Senior CRM & Head HR – Head Office, Gurgaon
Employment Type: Full-Time
Industry: Real Estate – Channel Partner
Experience: 3+ Years
Salary: 40,000/- PM
Job Summary
Asset Deals LLP is looking for an experienced, organized and responsible CRM, Sales Coordinator & Office Admin for our Pune location.
The candidate will primarily be responsible for CRM management, sales coordination, sales MIS, pipeline tracking and reporting , along with handling the day-to-day administrative activities of the Pune office .
Key Responsibilities
1. CRM Management
· Manage and maintain the CRM for the Pune sales team. · Ensure all leads, opportunities, site visits and closures are updated accurately and on time.
· Monitor CRM data entered by the sales team and ensure data accuracy.
· Track lead and opportunity movement through different stages.
· Ensure proper tagging, categorization and status updates of leads.
· Identify gaps or incorrect information in CRM and coordinate with the concerned sales team for correction.
· Ensure compliance with CRM processes and guidelines defined by the Gurgaon Head Office.
1. Sales Coordination
· Coordinate with the Pune Sales Managers, TLs and Sales Executives regarding CRM-related activities. · Ensure timely collection and updation of sales activity data.
· Track pending CRM activities and coordinate with the concerned team members for closure.
· Support the sales team in maintaining accurate sales records.
· Coordinate with the Gurgaon CRM team for any CRM-related requirements, issues or process updates.
· Ensure CRM processes implemented by the Head Office are followed at the Pune location.
1. Site Visit & Sales Pipeline Tracking
· Maintain accurate records of scheduled, completed, postponed and cancelled site visits. · Ensure site-visit status is updated in the CRM.
· Track the sales pipeline from Lead → Site Visit → Negotiation → Booking/Closure .
· Monitor active opportunities and their current status.
· Highlight pending, inactive or stagnant opportunities to the Senior CRM.
· Track booking and closure data and ensure timely CRM updating.
1. MIS & Reporting
Prepare and share regular reports with the Senior CRM – Gurgaon Head Office , including: · Daily CRM activity report
· Lead status report
· Sales pipeline report
· Site visit report
· Booking and closure report
· Pending activity report
· Sales team CRM performance report
· Weekly MIS
· Monthly MIS
· Ensure all reports are accurate and submitted within defined timelines.
· Provide data and reports required by the Senior CRM and Management.
· Highlight discrepancies, gaps and unusual trends in the data.
1. CRM Process Compliance
· Implement CRM processes and SOPs communicated by the Gurgaon Head Office. · Ensure the Pune sales team follows the defined CRM processes.
· Monitor CRM hygiene and data quality.
· Conduct regular checks to ensure information is complete and updated.
· Escalate process deviations to the Senior CRM.
· Assist in implementing new CRM processes, systems and reporting formats.
1. Office Administration
- Manage the day-to-day administrative activities of the Pune office.
- Ensure the office is maintained in a clean, organized and professional manner.
- Coordinate with housekeeping, maintenance, security and other office service providers.
- Monitor office supplies, stationery and other administrative requirements.
- Maintain records of office assets, equipment and stationery.
- Maintain attendance and basic employee/retainer records for the Pune office.
- Coordinate with HR/Head Office for employee-related administrative requirements.
- Support onboarding arrangements for new employees, including seating, stationery, access and other basic requirements.
- Coordinate office repairs, maintenance and facility-related issues.
- Maintain records of vendor bills, office expenses and administrative purchases.
- Coordinate with vendors and service providers and ensure timely resolution of issues.
- Ensure adherence to company office policies and administrative guidelines.
- Support the Head Office in implementing administrative processes at the Pune location.
1. Coordination with Head Office – Gurgaon
· Maintain regular communication with the Senior CRM at the Gurgaon Head Office. · Participate in CRM review calls and meetings as required.
· Share daily/weekly updates with the Senior CRM.
· Coordinate on CRM-related issues, system requirements and process changes.
· Implement instructions and processes communicated by the Head Office.
· Act as the CRM point of contact for the Pune location .
Required Skills
· Strong CRM management experience
· Excellent MS Excel and MIS skills
· Strong data management and analytical skills
· Excellent coordination and communication skills
· Strong attention to detail
· Valuable understanding of sales processes and sales pipelines
· Ability to identify data gaps and discrepancies
· Strong follow-up and coordination with internal teams
· Ability to work independently and manage multiple activities
· Strong reporting and presentation skills
Qualification & Experience
· Graduate in any discipline.
· Minimum 3+ years of relevant experience in CRM, Sales Operations, Sales Coordination, MIS or a similar role.
· Experience in Real Estate / Real Estate Channel Partner business will be strongly preferred.
· Experience of working with sales teams and CRM platforms is required.
· Strong MS Excel and reporting skills are mandatory.
Preferred Candidate Profile
· Pune-based candidate preferred.
· Should have solid experience in CRM and Sales Operations .
· Should be comfortable coordinating with a central/head-office CRM team.
· Should be highly proficient in MS Excel and MIS reporting.
· Should be process-oriented and highly organized.
· Should have strong ownership and attention to detail.
· Should be comfortable working in a fast-paced, target-driven real estate environment.
· Knowledge of English, Hindi and Marathi will be preferred.
Reporting Structure
Location: Pune
Functional Reporting: Senior CRM – Gurgaon Head Office
CRM Function: Centralized CRM Team – Gurgaon
Coordination: Pune Sales Team / Sales Managers / TLs / Head
Experience: 3+ Years
Role Objective The primary objective of this role is to ensure strong CRM discipline, accurate sales reporting and smooth day-to-day office administration at the Pune location .
The candidate will act as the single point of coordination for CRM and office administration in Pune , ensuring that CRM data, sales pipeline, site visits, bookings, closures, MIS and administrative requirements are accurately managed and reported to the Gurgaon Head Office on time.
📌 CRM, Sales Coordinator & Office Admin (Gurugram)
🏢 Asset Deals
📍 Gurugram