Roles & Responsibilities (Real Estate)
Customer Engagement & Relationship Management
Act as the primary point of contact for customers from booking to possession.
Build and maintain solid relationships with clients to ensure a positive customer experience.
Address customer queries, concerns, and requests in a timely and qualified manner.
Pre-Sales & Post-Sales Coordination
Support the sales team in providing accurate project information and documentation to customers.
Coordinate post-sales activities including documentation, agreements, and payment schedules.
Ensure smooth transition of customers from sales to post-sales processes.
Customer Communication
Provide regular updates to customers regarding project progress, construction milestones, and timelines.
Ensure clear, transparent, and consistent communication with customers.
Collections & Payment Follow-ups
Track customer payment schedules and follow up for timely collections.
Coordinate with finance/accounts teams for payment reconciliations.
Handle customer queries related to billing,
dues, and receipts.
Documentation & Compliance
Ensure completion and accuracy of all customer documentation (agreements, KYC, forms, etc.).
Maintain proper records of customer interactions, transactions, and documentation.
Ensure compliance with company policies and legal requirements.
Site Visits & Customer Support
Coordinate and facilitate customer site visits and project walkthroughs.
Address customer concerns during visits and ensure a positive in office experience.
Issue Resolution & Escalation Management
Handle customer complaints and service requests effectively.
Coordinate with internal departments (projects, legal, finance) for issue resolution.
Escalate critical issues to management and ensure timely closure.
CRM & Reporting
Update and maintain customer data in CRM systems.
Prepare reports on customer interactions, collections, complaints, and sa