Key Responsibilities - CRM Executive (Documentation & Registration)

1. Customer Documentation Management
- Collect, verify, and maintain all customer documents (KYC, agreements, ID proofs, payment receipts)
- Ensure completeness and accuracy of documentation before processing
- Maintain both physical and digital records in CRM systems (e.g., Zoho CRM, Salesforce CRM)

2. Agreement & Contract Handling
- Prepare booking forms, agreements, allotment letters, and contracts
- Coordinate with legal/management for approval of documents
- Ensure proper execution of agreements (signatures, stamping, timelines)

3. Registration Process Coordination
- Handle end-to-end property/unit registration process
- Coordinate with customers for registration dates and required documents
- Liaise with legal teams, agents, and government authorities (e.g., Sub-Registrar Office)
- Ensure timely completion of registration formalities

4. Stamp Duty & Legal Compliance
- Guide customers on stamp duty, registration charges, and documentation requirements




- Ensure compliance with local laws and regulations (e.g., RERA Act guidelines if applicable)
- Verify legal documents before submission

5. Payment Tracking & Coordination
- Coordinate with Accounts team for payment status before registration
- Ensure all dues are cleared prior to documentation/registration
- Maintain payment records linked with customer profiles

6. CRM Data Entry & Record Keeping
- Update all documentation and registration details in CRM system
- Maintain systematic records for audit and future reference
- Track document status (pending, completed, registered)

7. Customer Coordination & Follow-ups
- Communicate with customers regarding document requirements and timelines
- Send reminders for pending documents and payments
- Provide status updates on registration process

8. Post-Registration Documentation
- Ensure handover of registered documents to customers
- Maintain copies of registered agreements and legal papers
- Up

📌 CRM Executive (Mumbai)
🏢 Nirvana Realty
📍 Mumbai