CRM Executive

Modern Spaaces; Bengaluru; On-site; INR 450,000 - 650,000; Full time

Job summary

Modern Spaaces in Bangalore is seeking a CRM Executive to manage post-sales customer relationships, documentation, registrations, collections, and records. You will coordinate with legal, finance, sales, and internal teams to ensure accuracy and timely execution of agreements.

The role requires strong attention to detail, coordination skills, and excellent communication. Proficiency in MS Excel and CRM software is essential to maintain data integrity and support customer engagements.

Qualifications

• Experience with real estate documentation and post-sales processes.
• Proficiency in MS Excel and CRM software.
• Excellent written and verbal communication skills.
• Strong coordination and multitasking abilities.

Responsibilities

• Prepare customer agreements and ensure documentation accuracy and completeness.
• Coordinate with legal teams for agreement review and approvals.
• Maintain organized records of customer agreements and related documents.
• Track agreement processes and ensure timely execution.
• Prepare and issue demand letters/documents per project milestones.
• Coordinate with internal teams to ensure accuracy of demand details.
• Maintain updated demand records in CRM and customer files.
• Communicate payment schedules to customers.
• Coordinate with customers on TDS payments and required documentation.
• Track TDS submissions and obtain certificates.
• Reconcile TDS records with Accounts.
• Maintain JDS-related documentation and reports.
• Coordinate customer registrations and collect sale deeds on Kaveri portal.
• Liaise with customers, legal teams, and internal stakeholders for registration.
• Maintain registration records and status updates.
• Support front-end teams with payment follow-ups.
• Coordinate with customers on pending payments and documents.
• Provide updates on payment status and queries.
• Assist Accounts in resolving payment concerns.
• Maintain and update customer information in CRM.
• Ensure accuracy and timeliness of customer records.
• Generate reports and data support as required.
• Ensure continuity of CRM operations during absences.
• Interact with customers via calls, emails, and meetings to address queries and provide updates.
• Proactively engage to enhance satisfaction and resolve concerns.

Skills

MS Excel

CRM software

Coordination

Communication

Attention to detail

Customer-centric

Problem-solving

Job description

Position: CRM Executive
Department: Customer Relationship Management (CRM)
Location: Bangalore
Reporting To: CRM Manager / Head CRM

Role Overview

The CRM Executive will be responsible for managing customer relationships through the post-sales lifecycle, ensuring seamless coordination for agreements, documentation, registrations, collections, and customer records. The role requires strong attention to detail, coordination skills, and the ability to work closely with customers, legal, finance, sales, and internal teams.

Key Responsibilities

1. Agreement Management

• Prepare customer agreements and ensure accuracy and completeness of documentation.
• Coordinate with legal teams for agreement review, vetting, and necessary approvals.
• Maintain organized records of customer agreements and related documents.
• Ensure timely execution and tracking of agreement processes.

2. Demand Documentation & Billing Coordination

• Prepare and issue customer demand letters/documents as per project milestones.
• Ensure accuracy of demand details and coordinate with relevant internal teams.
• Maintain updated demand records in customer files and CRM systems.
• Support timely communication of payment schedules to customers.

3. TDS Filing & Reconciliation

• Coordinate with customers regarding TDS payments and required documentation.
• Track TDS submissions and ensure timely receipt of certificates.
• Reconcile TDS records with the Accounts team.
• Maintain accurate TDS-related documentation and reports.

4. Registration Process Management

• Coordinate customer registration activities and documentation.
• Prepare and upload sale deed documents on the Kaveri portal.
• Liaise with customers, legal teams, and internal stakeholders for smooth registration completion.
• Maintain customer registration records and status updates.

5. Collection Support

• Support front-end sales/CRM teams with customer payment follow-ups.
• Coordinate with customers regarding pending payments and documentation requirements.
• Provide regular updates on payment status and customer queries.
• Assist in resolving payment-related concerns in coordination with Accounts.

6. CRM Data Management

• Maintain and update customer information in the CRM system.
• Ensure accuracy, completeness, and timely updation of customer records.
• Generate reports and provide data support as required.
• Ensure continuity of CRM operations and data accessibility during absence of key team members.

7. Customer Engagement

• Interact with customers through calls, emails, and meetings to address queries, provide updates, and build strong customer relationships.
• Proactively engage with customers to enhance satisfaction, resolve concerns, and ensure a positive customer experience.

Preferred candidate profile

• Strong knowledge of real estate documentation and post-sales processes.
• Good understanding of agreements, registration processes, and customer documentation.
• Proficiency in MS Excel and CRM software.
• Strong coordination and follow-up skills.
• Excellent written and verbal communication skills.
• Attention to detail and ability to manage multiple priorities.
• Customer-centric approach with strong problem-solving abilities.