– CRM Executive (Real Estate)

Department: Customer Relationship Management (CRM)

Designation: CRM Executive

Industry: Real Estate

Experience: 2–5 Years

Qualification: Graduate (Any Stream)

Employment Type: Full-Time

Job Summary

We are looking for a proactive and customer-oriented CRM Executive to manage client coordination, documentation, and post-booking formalities. The candidate will be responsible for preparing Builder-Buyer Agreements (BBA), handling client KYC documentation, issuing allotment letters, and ensuring a smooth and professional customer experience throughout the booking and documentation process.

Key Roles & Responsibilities

1. Client Coordination & Relationship Management

- Coordinate with clients regarding bookings, documentation, payments, and other formalities.
- Act as the primary point of contact for clients for CRM-related queries.
- Provide timely updates to clients regarding project developments, payment schedules, and documentation.
- Follow up with clients for pending documents, payments, and agreement formalities.
- Maintain skilled relationships and ensure a positive customer experience.

2. BBA Preparation & Documentation

- Prepare and process Builder-Buyer Agreements (BBA) after receipt of the booking amount and completion of required formalities.
- Verify booking details, unit specifications, pricing, payment plans, and client information before preparing agreements.
- Coordinate with clients for agreement execution and signatures.
- Ensure all agreements are properly checked, processed, and maintained in records.
- Coordinate for stamp duty and registration-related documentation, wherever applicable.

3. Allotment Letter & Booking Formalities

- Prepare and issue allotment letters to clients after completion of the required booking formalities.
- Verify unit details, client information,



consideration value, and payment terms.
- Ensure accuracy of all details before issuing allotment letters.
- Maintain proper records of allotment letters and booking documents.
- Coordinate with the sales and accounts teams for booking confirmation and payment verification.

4. KYC & Client Documentation

- Collect and verify client KYC documents, including PAN, Aadhaar, address proof, photographs, and other required documents.
- Ensure complete documentation before processing agreements and allotment letters.
- Maintain updated physical and digital client files.
- Follow up with clients for incomplete or pending KYC documents.
- Ensure proper documentation and confidentiality of client information.

5. Payment & Internal Coordination

- Coordinate with the Accounts Department for payment receipts, outstanding dues, and payment confirmations.
- Follow up with clients regarding payment schedules and pending instalments.
- Coordinate with Sales, Accounts, Legal, and other internal departments for smooth processing of client formalities.
- Maintain client records, booking details, and documentation status.
- Prepare regular MIS reports and provide updates to management.

Required Qualifications & Skills
- Graduate in any discipline; preference for B.Com, BBA, or equivalent.
- 2–5 years of experience in CRM operations, preferably in the real estate industry.
- Practical knowledge of BBA preparation, allotment letters, and real estate documentation.
- Good understanding of KYC procedures and client verification.
- Familiarity with real estate booking and post-booking processes.
- Proficiency in MS Office, Excel, and CRM/ERP software.
- Excellent communication, coordination, and follow-up skills.
- Strong documentation and record-management abilities.

Pay: ₹30,000.00 - ₹50,000.00 per month

Work Location: In person

📌 CRM (Real Estate) (Gurugram)
🏢 Ebrix Digi Properties
📍 Gurugram