Senior CRM Executive (Real Estate)

Department: Customer Relationship Management (CRM)

Experience: 4 Years

Industry: Real Estate Residential Projects

Designation: Senior CRM Executive

Reporting To: CRM Manager

Job Summary

We are looking for an experienced Senior CRM Executive with approximately 4 years of experience in the real estate industry to manage post-sales customer relationships, collections, home loan coordination, documentation, and registration processes. The candidate will be responsible for ensuring timely collection of customer payments, coordinating bank disbursements, resolving customer queries, and delivering a smooth customer experience throughout the post-sales lifecycle.

Key Responsibilities

- Customer Relationship & Post-Sales Management
- Manage the post-sales customer journey from booking confirmation to registration, possession, and handover.
- Conduct welcome calls and explain payment schedules, documentation requirements, and project-related processes.
- Maintain regular communication with customers and provide timely updates on construction progress, payment milestones, and pending activities.
- Handle customer queries, complaints, and escalations professionally.
- Collections & Revenue Realization
- Drive customer collections as per monthly and project-level targets.
- Follow up with customers for booking advances, agreement payments, construction-linked demands, and overdue amounts.
- Monitor outstanding receivables and ageing reports, and implement follow-up plans to reduce overdue payments.
- Coordinate with customers to ensure timely payments and support the company's cash-flow objectives.
- Prepare daily, weekly, and monthly collection reports and update the CRM Manager on target achievement.
- Home Loan & Bank Coordination
- Coordinate with customers and banking partners for home loan applications, sanctions, documentation, and disbursements.
- Follow up on construction-linked bank disbursements as per the applicable payment schedule.




- Identify and resolve loan-related delays by coordinating with customers, banks, Accounts, and the relevant internal teams.
- Track pending bank documents, disbursement status, and loan-related customer requirements.
- Documentation & Legal Coordination
- Coordinate with the Legal Team for Agreement for Sale, sale deed documentation, customer clarifications, and other required documents.
- Ensure timely execution of sale agreements and completion of customer documentation.
- Coordinate with the Legal/Registration Team regarding e-Khata requirements, Kaveri portal processing, appointment scheduling, and registration status.
- Track documentation gaps and follow up with customers and internal teams for timely closure.
- Accounts & Payment Reconciliation
- Coordinate with the Accounts Team for payment confirmation, receipts, customer ledger updates, and outstanding balance reconciliation.
- Ensure accurate recording of customer payments and follow up on discrepancies.
- Coordinate the issuance of demand letters and payment reminders as per approved schedules and internal processes.
- Registration, Possession & Handover
- Track customer readiness for registration and coordinate pending documentation and payment requirements.
- Follow up on final payments and outstanding dues before registration and possession, as per company policy.
- Coordinate with customers and the Legal/Registration Team to monitor registration progress.
- Support possession scheduling, handover documentation, and closure of pending customer requirements.
- MIS Reporting & Team Coordination
- Maintain accurate customer records,



collection trackers, bank disbursement reports, and outstanding ageing reports.
- Prepare periodic MIS reports on collections, overdue accounts, loan status, registrations, and customer escalations.
- Coordinate
- Support the CRM Manager in achieving collection targets and improving post-sales operational efficiency.

Required Skills & Qualifications
- Graduate in any discipline; a relevant qualification in business or management is an advantage.
- Approximately 4 years of experience in real estate CRM, preferably in residential projects.
- Robust understanding of customer collections, revenue realization, and construction-linked payment plans.
- Experience in home loan coordination and bank disbursement follow-ups.
- Working knowledge of sale agreements, registration documentation, e-Khata, and Kaveri portal workflows.
- Strong communication, negotiation, follow-up, and customer-handling skills.
- Proficiency in MS Excel, CRM software, and MIS reporting.
- Ability to manage multiple customer accounts, meet deadlines, and work towards collection targets.

Key Performance Indicators (KPIs)

- Achievement of assigned monthly collection targets.
- Reduction in overdue receivables and ageing outstanding amounts.
- Timely follow-up and realization of bank disbursements.
- Accuracy and timeliness of collection MIS and outstanding reports.
- Timely completion of sale agreements and customer documentation.
- Progress of registrations, final collections, and possession handovers.
- Customer query resolution and escalation management.
- Compliance with company processes and customer record accuracy.

Key Expectation: The Senior CRM Executive must independently manage an assigned customer portfolio, drive collections and bank disbursements, coordinate with internal departments, and ensure timely closure of post-sales activities while supporting the CRM Manager in achieving overall project targets.

📌 Senior CRM Executive (Real Estate) (Bengaluru)
🏢 Amrutha Shelters
📍 Bengaluru