CRM Executive (Real Estate Only)

Job Title:

Job Summary:

CRM Executive

The candidate should have a proven ability to manage customer relationships with a service-oriented approach while ensuring accuracy, compliance, and timely processing of all documentation and approvals. This is a key role that bridges the customer, internal departments, and financial institutions to ensure seamless post-sales support and client satisfaction.

Key Responsibilities:

• Serve as the primary point of contact for customers after booking, ensuring a smooth onboarding and documentation process.
• Handle all customer interactions related to payments, agreements, project updates, and documentation follow-ups.
• Collect and verify required documents from customers for agreements, loan approvals, and other statutory processes.
• Liaise with banks and NBFCs for project and individual loan documentation, sanction, and disbursement coordination.
• Ensure timely issue of demand letters, receipts, and payment reminders in alignment with project progress.
• Maintain a well-organized documentation system for customer files, agreements, and communications.
• Work closely with internal teamsSales, Finance, Legal, and Projects for accurate information flow and timely issue resolution.
• Generate and update MIS reports regularly for all CRM, documentation, and loan-related activities.
• Resolve customer queries promptly and maintain high levels of client satisfaction and trust.
• Ensure compliance with company policies, legal frameworks (like RERA), and financial institution requirements.
  

Requirements:

• Minimum of 3 years of relevant experience in

  Customer Relationship Management

  within the

  real estate industry

  .
• Strong knowledge of real estate documentation processes, loan coordination, and post-sales support.
• Hands-on experience with

  CRM tools like In4Suite

  is a Plus
• Proficient in MS Office tools, especially Excel, Word, and Outlook.
• Excellent verbal communication skills in English and Telugu/Hindi.
• Strong interpersonal skills and the ability to handle multiple clients and stakeholders simultaneously.
• Ability to work under pressure and meet tight deadlines while maintaining attention to detail.
  

Preferred Qualifications:

• Experience dealing with reputed banks and NBFCs for real estate loan coordination.
• Good understanding of

  RERA regulations

  , project finance documentation, and builder-buyer agreements.
• Bachelor's degree in

  Business Administration, Commerce, Finance

  , or any related field.