Job Summary

We are looking for an experienced CRM Manager to manage the complete customer relationship journey in the real estate business, from booking and client onboarding to documentation, payment coordination and possession. The candidate will ensure a smooth customer experience through clear communication, timely support, effective coordination with internal departments, and accurate CRM and MIS reporting.

Key Responsibilities

· Manage the complete post-sales customer lifecycle, from booking and welcome/onboarding to agreement execution and possession.

· Welcome new customers, explain the next steps after booking, share relevant project information, and guide them through the customer journey.

· Maintain clear, professional, and regular communication with clients; respond to queries and provide accurate updates on project progress, documentation, payments, and possession timelines.

· Coordinate the legal process with the Legal team, including collection and verification of customer documents, agreement preparation, signing, registration coordination, and status tracking.

· Provide loan assistance to customers by coordinating with banks and financial institutions, sharing required project and customer documents, and following up on loan application and disbursement status.

· Generate and issue payment demands or demand letters as per the approved construction-linked or project payment schedule, and coordinate with the Accounts team for accuracy.

· Follow up with customers regarding payment dues, outstanding amounts, receipts, and payment confirmations in a professional manner.

· Coordinate with Sales, Accounts, Legal, Construction, and Project teams to resolve customer concerns and ensure timely updates.

· Handle customer complaints, feedback, and escalations; track each issue through resolution and maintain appropriate records.

· Maintain updated customer records, booking details, documents, communication history, payment status,



and case notes in the CRM/ERP system.

· Monitor agreement, loan, payment, construction update, and possession milestones and proactively follow up on pending activities.

· Prepare and share daily, weekly, and monthly MIS reports covering customer onboarding, bookings, demand generation, collections coordination, outstanding payments, loan status, documentation, complaints, and possession status.

· Analyse customer feedback and recurring issues, recommend process improvements, and help improve customer satisfaction.

· Ensure customer data confidentiality, accurate documentation, and compliance with company processes.

Required Qualifications & Experience

· Graduate in any discipline; MBA in Marketing, Sales, Customer Relationship Management, or a related field will be preferred.

· 3–5 years of experience in CRM/customer relationship management, preferably with a real estate developer or builder.

· Hands-on experience in post-sales operations, customer onboarding, legal documentation coordination, home-loan assistance, payment demand generation, and possession support.

· Good working knowledge of CRM/ERP software and MS Excel.

Required Skills

Real Estate CRM Operations, Client Onboarding & Welcome, Customer Communication, Post-Sales Management, Legal Documentation & Agreement Coordination, Home Loan Assistance, Payment Demand Generation, Payment Follow-ups, Customer Query & Complaint Handling, Possession Coordination, MIS Reporting, CRM/ERP Software, MS Excel, Interdepartmental Coordination, Team Management, Customer Satisfaction.

Preferred Candidate Profile

· Candidates from real estate, property development, or construction companies will be preferred.

· Should understand the customer journey from booking to possession, including legal, loan, and payment-related coordination.

· Must be able to communicate clearly and confidently with clients and coordinate effectively with banks and internal departments.

- Solid follow-up, problem-solving, reporting, and team-management skills.

📌 Customer Relationship Management Manager (Jaipur)
🏢 Vanshdeep Group
📍 Jaipur