Crm Executive

Genxhire Services; Mumbai; On-site; INR 450,000 - 700,000; Full time

Benefits offered by this job

Health insurance

Performance bonus

Job summary

Genxhire Services in Mumbai is seeking a client relations professional to manage end-to-end bookings, verify compliance, and maintain detailed records. You will update CRM, coordinate ROC/ROC-related docs, and ensure timely receipt of payments while keeping both digital and physical files organized.

The role involves coordinating the preparation of letters, executing agreements at site, and sending receipts as milestones are achieved, ensuring orderly documentation throughout the process.

Qualifications

• Experience handling client bookings from start to possession.
• Verify booking forms, KYC, payments, and bank statements.
• Update CRM and send Welcome emails with TDS details.
• Coordinate ROC generation and allotment letter processes.
• Maintain accurate client records both physically and digitally.

Responsibilities

• Handle client lifecycle from initial booking stage through to possession on every booking.
• Verify booking form, KYC, payment clearance, and bank statement confirmation on every booking
• Update CRM system and send Welcome Email along with TDS details after booking confirmation
• Confirm receipt of 10% booking amount and inform HO CRM for ROC generation
• Coordinate allotment letter preparation
• Facilitate Agreement execution at Site and maintain executed records
• Maintain physical and digital client documentation files
• Issue Demand Letters as per payment plan and send Payment Receipts upon realisation, as and when milestone is triggered

Skills

Client lifecycle management

KYC verification

CRM updates

Document management

Payment reconciliation

Tools

CRM software

Job description

Role & responsibilities

• Handle client lifecycle from initial booking stage through to possession on every booking.
• Verify booking form, KYC, payment clearance, and bank statement confirmation on every booking
• Update CRM system and send Welcome Email along with TDS details after booking confirmation
• Confirm receipt of 10% booking amount and inform HO CRM for ROC generation
• Coordinate allotment letter preparation
• Facilitate Agreement execution at Site and maintain executed records
• Maintain physical and digital client documentation files
• Issue Demand Letters as per payment plan and send Payment Receipts upon realisation, as and when milestone is triggered