MIS Executive – Post Sales / CRM – Real Estate

Job Title: MIS Executive – Post Sales / CRM

Industry: Real Estate / Property

Department: Post Sales / CRM

Experience: 2–5 Years

Qualification: Graduate / MBA / BBA / B.Com or relevant qualification

Job Summary

We are looking for an experienced MIS Executive – Post Sales / CRM for a real estate company. The candidate will be responsible for MIS reporting, CRM data management, post-sales operations, customer records, sales data, collections tracking, documentation, payment follow-ups and coordination with Sales, CRM, Accounts and Customers.

The ideal candidate should have excellent MS Excel, Google Sheets and CRM software skills with strong attention to detail and the ability to prepare accurate daily, weekly and monthly MIS reports.

Key Responsibilities

- Prepare and maintain daily, weekly and monthly MIS reports for Post Sales and CRM operations.
- Maintain accurate customer, booking, unit, payment and post-sales data in CRM and Excel.
- Manage and update CRM records, customer profiles, booking details and transaction information.
- Track sales bookings, cancellations, transfers, payments, outstanding amounts and collections.
- Prepare payment due, collection and outstanding reports.
- Coordinate with the Sales, CRM, Accounts, Finance and Post Sales teams for customer-related information.
- Monitor customer accounts and ensure timely updating of payment status and transaction records.
- Prepare reports related to booking status, payment status, receivables, collections and pending documentation.
- Maintain customer documentation including booking forms, KYC documents, agreements, payment records and other post-sales documents.
- Track agreement status, registration status, demand letters, payment schedules and customer requests.
- Generate and maintain CRM MIS dashboards and management reports.
- Analyze data and identify pending payments,



discrepancies, missing information and data errors.
- Ensure timely follow-up on pending documents, payments and post-sales activities.
- Prepare data summaries, pivot reports, MIS dashboards and management presentations as required.
- Maintain proper records of customer complaints, queries, requests and resolution status.
- Coordinate with customers for required documents and payment-related information whenever required.
- Support the CRM / Post Sales team in maintaining accurate customer databases.
- Ensure data accuracy, confidentiality and timely updating of all records.
- Maintain proper filing and documentation of post-sales and CRM records.
- Prepare ad-hoc reports and analysis as required by management.

Required Skills
- Excellent knowledge of MS Excel and Google Sheets.
- Solid knowledge of Pivot Tables, VLOOKUP/XLOOKUP, SUMIF/SUMIFS, COUNTIF/COUNTIFS, filters and data validation.
- Experience in MIS Reporting and Data Management.
- Valuable knowledge of CRM software and customer database management.
- Strong understanding of Post Sales / CRM processes in real estate.
- Good analytical and problem-solving skills.
- Strong attention to detail and accuracy.
- Good communication and coordination skills.
- Ability to handle large volumes of customer and sales data.
- Good knowledge of MS Office.
- Knowledge of ERP / Real Estate CRM / Sales CRM software will be an advantage.

Real Estate / Post Sales Knowledge

Candidates with experience in real estate post-sales, CRM,



customer relationship management, property sales, residential projects, commercial projects, collections or real estate MIS will be preferred.

Knowledge of the following will be an added advantage:

- Property Booking
- Customer Database
- Post Sales Process
- Payment Tracking
- Collection MIS
- Outstanding Reports
- Demand Schedule
- Payment Schedule
- Agreement Tracking
- Registration Tracking
- Cancellation & Transfer
- Customer Documentation
- CRM Management
- Sales MIS
- Real Estate ERP

Key Performance Areas
- Accuracy of MIS reports and CRM data
- Timely preparation of daily / weekly / monthly reports
- Customer and booking data management
- Payment and collection tracking
- Post-sales documentation
- CRM data accuracy and updating
- Coordination with internal departments
- Timely closure of pending post-sales activities

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Pay: ₹35,000.00 - ₹40,000.00 per month

Experience

- Real Estate: 1 year (Preferred)

Work Location: In person

📌 MIS Executive Real Estate CRM (Thane)
🏢 Jobley India
📍 Thane