30 Aug
|
Laxmi Group
|
India
## Position
*Legal Executive / Legal Coordinator – Real Estate*
Department
Legal / CRM & Documentation
Role Purpose
The Legal Executive will be responsible for managing and coordinating all legal documentation and processes related to real estate customers, especially the *Sale Deed (SD) process. The role will ensure that documents are properly checked, corrected, executed, scanned, recorded, and updated in **Excel, Buildesk CRM, and ERP*.
## Key Responsibilities
### 1. Pre–Sale Deed Coordination
* Review the customer file and ensure all required documents are available before initiating the Sale Deed process.
* Coordinate with the customer regarding the Sale Deed requirements.
* *Call the client before the Sale Deed* to confirm the scheduled process and required documents.
* Inform * the Legal Team* about the customer's Sale Deed status/schedule.
* Coordinate with the concerned Sales/CRM team whenever any customer information or document is pending.
### 2. Sale Deed Draft Verification
* Receive and review the Sale Deed draft.
* Check customer name, property details, unit/plot details, consideration amount, payment details and other relevant information.
* Identify incorrect, missing, or inconsistent information.
* Coordinate with the concerned team/legal authority for necessary corrections.
* Verified final *Sale Deed draft is correct or Not* With * Sir*.
* Ensure the *final Sale Deed draft is correct and ready for execution*.
### 3. Sale Deed Execution
* Coordinate with the customer and internal teams for completion of the Sale Deed process.
* Ensure required documents and approvals are available before execution.
* Maintain proper status of each customer's Sale Deed process.
* Escalate any delay, discrepancy, or legal/documentation issue to the concerned senior/team.
### 4. Post–Sale Deed Documentation
* Collect the executed Sale Deed/documentation after completion.
* Ensure the executed document is properly *scanned and digitally stored*.
* Maintain proper customer-wise legal documentation and records.
* Ensure no key document is missing from the customer file.
### 5. Excel, Buildesk CRM & ERP Updates
* Maintain an updated *Legal/Sale Deed tracking Excel sheet*.
* Update Sale Deed status and relevant documentation details in *Buildesk CRM Or ERP*.
* Update required legal/documentation information in the *ERP system*.
* Ensure Excel, Buildesk and ERP data are consistent.
* Maintain records of:
* Customer Name
* Project
* Unit/Plot Details
* Sale Deed Status
* Draft Received Date
* Draft Checked Date
* Correction Status
* Sale Deed Date
* Scan/Document Status
* Pending Documents
* Payment Status
* Final Payment Status
* Remarks
### 6. Final Payment Coordination
* After completion of the required Sale Deed/documentation process, coordinate for *final payment collection*.
* Verify the customer's outstanding/final payment status with the Finance/Accounts team.
* Follow up with the customer for pending final payment.
* Update the final payment status in the relevant records/CRM/ERP.
* Coordinate with Finance and Sales to ensure payment closure is properly recorded.
## Daily Working Process
*Customer File → Client Call → Inform Legal Team → Sale Deed Draft → Draft Verification → Corrections → Final Sale Deed → Scan & Record → Excel/Buildesk/ERP Update → Final Payment Follow-up → Closure*
## Key Performance Expectations
* 100% accuracy in legal documentation.
* Timely Sale Deed coordination with customers.
* Zero avoidable documentation errors.
* Same-day/defined-time updates in Excel, Buildesk and ERP.
* Proper customer-wise document records.
* Timely escalation of pending legal/documentation issues.
* Coordination between Legal, Sales, CRM and Finance teams.
* Timely follow-up and closure of final payments.
## Required Skills
* Knowledge of real estate documentation and Sale Deed processes.
* Good understanding of legal documentation.
* Strong attention to detail.
* Good communication and client coordination skills.
* Good Excel knowledge.
* Ability to work with CRM/ERP systems.
* Strong follow-up and record-management skills.
* Ability to coordinate with Sales, Finance and Legal teams.
## Reporting
The Legal Executive will be responsible for providing regular updates on:
* Sale Deed pending cases
* Draft verification status
* Correction/pending documentation
* Executed Sale Deeds
* Scanned document status
* Buildesk/ERP update status
* Final payment pending cases
* Completed/closed cases
Pay: ₹25,000.00 - ₹40,000.00 per month
Work Location: In person
📌 legal Coordinator Executive (India)
🏢 Laxmi Group
📍 India