Real Estate CRM Executive Department: CRM Experience: 1–4 Years Location: Pune / Project Site Employment Type: Full time Job SummaryWe are looking for a CRM Executive to manage customer coordination, post-booking processes, documentation, payment follow-ups, and customer service throughout the property purchase journey. Key ResponsibilitiesHandle customer coordination after booking and provide regular updates. Verify and maintain customer KYC and booking documents .
Coordinate with Sales, Accounts, Legal, and Project teams for customer requirements. Follow up with customers for pending payments and documentation . Maintain customer payment, agreement, registration, and possession records .
Coordinate with the Legal team/Advocate for Agreement execution and registration . Send booking confirmations, receipts, statements, agreements, and other required documents to customers. Maintain accurate CRM records, trackers, and customer files .
Handle customer queries, complaints,
and service requests and ensure timely resolution. Coordinate possession-related documentation and handover . Maintain regular follow-up with customers for payment recovery and pending formalities .
Prepare daily/weekly CRM MIS and pending-status reports . Ensure proper closure of customer files after completion of all required processes. Perform other CRM and customer-service responsibilities assigned by Management.
QualificationGraduate in any discipline; MBA/PG in CRM, Marketing, or relevant field preferred . Good communication and customer-handling skills. Proficiency in MS Excel, Word, and CRM software . Real-estate CRM experience will be preferred.
Key Skills Customer Relationship Management | Payment Follow-up | Documentation | Agreement Coordination | Communication | MIS | Follow-up | Problem Solving | Record Management