JOB DESCRIPTION – CRM EXECUTIVE

Designation: CRM Executive
Department: Customer Relationship Management
Industry: Real Estate
Experience: 3–5 Years
Location: Bangalore
Employment Type: Full-Time

Job Summary

We are looking for a customer-focused and proactive CRM Executive to manage customer relationships from booking through post-sales and possession. The candidate will be responsible for customer communication, documentation, payment follow-ups, complaint resolution, and coordination with internal departments.

Key Responsibilities

- Manage customer relationships from booking to possession and post-sales support.
- Handle customer queries through calls, emails, WhatsApp, and other official channels.
- Coordinate with Sales, Finance, Legal, Projects, and Accounts teams for timely resolution of customer requirements.
- Maintain accurate customer records, booking details, payment status, and communication history in the CRM/ERP system.
- Follow up with customers regarding payments, outstanding amounts, documentation, agreements, and registrations.
- Coordinate for customer documentation, demand letters, receipts, NOCs, agreements, and possession-related documents.
- Handle customer complaints, concerns, and escalations professionally and ensure timely closure.
- Coordinate customer site visits, property inspections, possession, and handover activities.
- Provide customers with regular updates regarding project progress and important milestones.
- Maintain proper records of bookings, cancellations, transfers, refunds,



and customer requests.
- Prepare daily, weekly, and monthly MIS/CRM reports for management.
- Ensure all CRM data and customer documents are updated accurately and on time.
- Maintain confidentiality of customer information and company records.
- Support the CRM Manager/Head in improving customer satisfaction and service processes.

Required Skills

- Excellent verbal and written communication skills.
- Strong customer-handling and relationship-management skills.
- Good follow-up and coordination abilities.
- Strong problem-solving and complaint-handling skills.
- Good knowledge of MS Excel, MS Office, and CRM/ERP software.
- Good documentation and reporting skills.
- Ability to manage multiple customers and deadlines.
- Skilled and customer-oriented approach.

Qualification

- Graduate in any discipline.
- 3–5 years of experience in Real Estate CRM / Customer Relationship / Post-Sales Operations preferred.
- Experience in real-estate documentation, collections, registration, or possession coordination will be an added advantage.

Key Performance Indicators (KPIs)

- Customer satisfaction and service quality
- Timely resolution of customer queries
- Payment and collection follow-ups
- Documentation accuracy and closure
- Complaint resolution TAT
- CRM data accuracy
- Possession and handover coordination
- Customer retention and relationship management

Pay: ₹25,000.00 - ₹35,000.00 per month

Benefits:

- Provident Fund

Work Location: In person

📌 CRM Executive (India)
🏢 Global Edifice Infra
📍 India