Crm Executive

Arcis E Services; Dadri; On-site; INR 250,000 - 400,000; Full time

Job summary

Arcis E Services seeks a CRM Executive to manage customer relationships through the sales lifecycle, coordinating with sales, legal, finance, and operations. You will handle documentation, post-sales activities, and timely issue resolution to enhance customer satisfaction.

Key duties include managing booking forms, schedules, and CRM data, generating reports, and ensuring compliance with policies and RERA guidelines. Strong communication and real estate knowledge are essential.

Qualifications

• Strong communication and interpersonal skills.
• Excellent customer service and relationship management abilities.
• Knowledge of real estate sales and post-sales processes.
• Proficiency in CRM software and Microsoft Office (Excel, Word, PowerPoint).
• Good documentation and coordination skills.
• Problem-solving and conflict-resolution abilities.
• Ability to multitask and work under deadlines.

Responsibilities

• Act as the primary point of contact for customers after the booking process.
• Coordinate with the sales team to ensure accurate customer information and documentation.
• Manage booking forms, agreements, payment schedules, and customer records.
• Follow up with customers regarding pending payments and documentation.
• Handle customer queries, requests, and complaints professionally within defined turnaround times.
• Coordinate with legal, finance, and project teams for customer documentation and approvals.
• Schedule and manage customer meetings, site visits, possession, and registration activities.
• Maintain accurate customer data in the CRM system and ensure timely updates.
• Generate daily, weekly, and monthly CRM reports for management.
• Ensure compliance with company policies and RERA guidelines during customer interactions.
• Support customers during loan processing by coordinating with banks and financial institutions.
• Monitor customer satisfaction and work toward improving the overall customer experience.
• Assist in possession handover, documentation, and post-possession support.
• Maintain strong relationships with existing customers to encourage referrals and repeat business.
• Coordinate with internal departments to ensure timely resolution of customer concerns.

Skills

Communication skills

Customer service

Real estate knowledge

CRM software

Microsoft Office

Documentation

Problem solving

Multitasking

Tools

CRM systems

Microsoft Excel

Microsoft Word

PowerPoint

Job description

The CRM Executive is responsible for managing customer relationships throughout the sales lifecycle, ensuring seamless coordination between customers, sales, legal, finance, and operations teams. The role focuses on delivering excellent customer service, handling documentation, managing post-sales activities, and ensuring timely issue resolution to enhance customer satisfaction.

Key Roles & Responsibilities

• Act as the primary point of contact for customers after the booking process.
• Coordinate with the sales team to ensure accurate customer information and documentation.
• Manage booking forms, agreements, payment schedules, and customer records.
• Follow up with customers regarding pending payments and documentation.
• Handle customer queries, requests, and complaints professionally within defined turnaround times.
• Coordinate with legal, finance, and project teams for customer documentation and approvals.
• Schedule and manage customer meetings, site visits, possession, and registration activities.
• Maintain accurate customer data in the CRM system and ensure timely updates.
• Generate daily, weekly, and monthly CRM reports for management.
• Ensure compliance with company policies and RERA guidelines during customer interactions.
• Support customers during loan processing by coordinating with banks and financial institutions.
• Monitor customer satisfaction and work toward improving the overall customer experience.
• Assist in possession handover, documentation, and post-possession support.
• Maintain strong relationships with existing customers to encourage referrals and repeat business.
• Coordinate with internal departments to ensure timely resolution of customer concerns.

Required Skills

• Strong communication and interpersonal skills.
• Excellent customer service and relationship management abilities.
• Knowledge of real estate sales and post-sales processes.
• Proficiency in CRM software and Microsoft Office (Excel, Word, PowerPoint).
• Good documentation and coordination skills.
• Problem-solving and conflict-resolution abilities.
• Ability to multitask and work under deadlines.