CRM Consultant

Raymond Realty; Mumbai; On-site; INR 700,000 - 900,000; Full time

Job summary

Raymond Realty in Mumbai seeks an experienced Client Servicing Executive to manage end-to-end client interactions, post-booking queries, and lifecycle activities from onboarding to possession. The role emphasizes collections, documentation accuracy, and cross-functional collaboration with CRM tools.

The ideal candidate has 4+ years in real estate, strong communication, and proficiency in Excel, PowerPoint, Word, Salesforce, and SAP. A target-driven mindset and proactive attitude are essential.

Qualifications

• Excellent communication and interpersonal skills.
• 4+ years of experience in Real Estate Industry.
• Proficient in advanced Excel formulas, PowerPoint, MS Word, Salesforce and SAP.
• Target-driven with a positive, proactive approach.

Responsibilities

• Maintain relationships with clients and coordinate queries post booking till possession.
• End-to-end client servicing via phone, email and meetings within defined TAT.
• Knowledge of CRM and lifecycle activities: onboarding, collections, registration, cancellations, banking assistance, post-sales and grievance redressal.
• Accountable for timely collections, registration, meeting targets, and customer retention.
• Monitor project progress and keep clients updated.
• Ensure thorough, accurate documentation for sale and service.
• Assist clients on legal, agreement, registration, taxation, banking queries.
• Handle escalations/complaints and provide resolutions.
• De-escalate concerns and manage invoicing or billing with SAP support.

Skills

Communication skills

Advanced Excel

PowerPoint

MS Word

Salesforce

SAP

Target-driven

Real Estate experience

Tools

Salesforce

SAP

Job description

Role & Responsibilities

• Should be well versed with RERA and current industry practices, standard processes & functions. To maintain relationship with clients and coordinate on client queries post booking formalities till possession.
• End to End client servicing through phone calls, emails and meetings within the defined TAT.
• Should have knowledge of CRM / customer delivery during entire life cycle, On-boarding, Collections, Registration, Cancellations, Banking assistance, Post-sales, Grievance /Complaint redressal,
• Accountable for timely collections, registration, meeting periodic targets, customer retention, SOP enforcement.
• Ensure regular monitoring of project, progress and update the clients on the same.
• Ensure on-time completion, comprehensiveness, and accuracy of all documentation pertaining to sale and service.
• To assist client with all queries pertaining to legal, agreement, registration, taxation, banking, etc.
• Handling Escalations/Complaints to provide resolution for queries / issues raised by the clients.
• De-escalating & resolving the concerns as raised by clients.
• Invoicing or billing and SAP assistance.

Key Responsibilities

• Excellent communication and interpersonal skills.
• Good hands on experience in advance excel formulas, Power Point, MS Word, Sales force, SAP.
• Candidate should be passionate about target and professionally aggressive with a positive go getter attitude.
• Candidate should have mandatory minimum 4 yrs of experience in Real Estate Industry.