Key Responsibilities - CRM Executive (Documentation & Registration)
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)
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)
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
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
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
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)
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
Post-Registration Documentation
Ensure handover of registered documents to customers
Maintain copies of registered agreements and legal papers
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📌 Crm Executive Mumbai
🏢 Nirvana Realty
📍 Mumbai