Key Responsibilities 1. Post-Booking Customer Handling • Collect booking forms and customer details from the Sales Team immediately after the booking.

- Conduct welcome calls to customers and send personalized welcome emails.
- Assist customers with any queries related to project information, approvals, pricing, and layout details.
- Update all customer information and communication details in the ERP/CRM tools accurately. 2.

Customer

Documentation &

• Verification • Collect all KYC documents from customers as per company policy.
- Verify customer documentation and ensure completeness.
- Brief customers on project details and validate their understanding of project specifications.
- Collections &
- Financial Coordination • Communicate the companys collection timelines, procedures, and payment schedules.
- Ensure customers make the 30% payment within 20 days as per policy.
- Share legal books, documents, and relevant financial information with customers.
- Coordinate with the Accounts and Finance department for timely payment updates.
- Legal &
- Agreement Coordination • Address customer legal queries in coordination with the Legal Team.
- Initiate and follow up on the preparation and execution of the Sale Agreement.
- Ensure customers understand all terms, conditions, and compliance requirements. 5.

Internal

Coordination • Work closely with internal teams such as Sales, Legal, Loan Processing, and Registration departments.




- Coordinate loan documentation and ensure smooth processing with banks/NBFCs.
- Support customers throughout the registration process acting as Point of Contact to the Customers and Registration 6. Site Visit &
- Project Coordination • Assist during project mega launches and customer site visits.
- Provide customers with clear details regarding other charges (maintenance, registration fees and other Charges) • Ensure customers receive accurate and timely project updates. 7.

Customer Relationship

Management • Act as the first point of contact for customers from booking till registration.
- Resolve customer issues promptly and escalate critical matters to the concerned department.
- Maintain a high level of customer satisfaction and act as a trusted relationship partner.

Skills &

Qualifications • Graduation and Post Graduation are Preferred.

- 1–3 years of experience in real estate CRM • Robust communication and interpersonal skills.
- Proficiency in MS Office and CRM/ERP tools.
- Ability to handle customer queries professionally.
- Good coordination and follow-up skills.
- Knowledge of real estate documentation and legal processes. Key Competencies • Customer-centric approach • Time management • Problem-solving • Attention to detail • Cross-functional coordination Role & responsibilities

Preferred candidate profile

📌 Walk-in || Crm Executive (Bangalore Rural)
🏢 Oraiyan Property Marketing Services Private Limite
📍 Bangalore Rural