CRM Executive

Mores Techno; Sector 10; On-site; INR 360,000 - 440,000; Full time

Job summary

Mores Techno in Noida is seeking an experienced Executive - CRM to oversee CRM strategies across sales, accounts, and customer service teams. You will manage CRM data, coordinate booking validation, and drive customer satisfaction through personalized engagement and efficient workflows.

Responsibilities include MIS reporting in Excel, ensuring payments and KYC compliance, maintaining records, and fostering strong relationships with developers.

Qualifications

• 1–3 years of experience in CRM Management or similar role in real estate industry.
• Work experience in Excel & Word for report preparation and analysis.
• Strong understanding of Booking Validation, Payment Collection, Post Sales processes, KYC, Client & Developer Coordination.
• Strong communication and interpersonal skills.
• Ability to create and deliver effective presentations.
• Customer-focused with the ability to build and maintain client relationships.

Responsibilities

• Manage CRM data, ensuring accuracy and completeness of customer records.
• Coordinate with sales team to ensure timely booking validation in CRM and payment collection.
• Booking Login with required Booking Forms & Customer KYC in Builder Office.
• Prepare MIS reports using advanced Excel skills, providing insights on post-sales performance and documentation compliance.
• Conduct regular follow-ups on outstanding payments with Sales Team and Customer KYC pertaining to documentation and their property booking.
• Call to the customer for KYC, Payment and other important details verification pertaining to property.
• Ensure adherence to company policies and procedures related to CRM management, records management, and documentation.
• Documentation and Compliance: Ensure accurate and thorough documentation of customer recovery cases. Monitor compliance with company policies, legal requirements, and industry standards.
• Stakeholder Communication: Assist in maintaining strong relationships with internal team and also with developers stakeholders. Contribute to effective communication with other departments as well.
• BBA and Payment follow-up with Developer RM's.
• Monitor and contribute to the overall success rate of resolving customers issues.
• Process Improvement: Identify areas for improvement in the customer recovery process. Actively participate in implementing changes to enhance the efficiency and effectiveness of recovery procedures.
• Experience in CRM software, Microsoft Office (Word, Excel, PowerPoint, Outlook).

Skills

CRM software

Excel

Word

MS Office

Data management

Tools

CRM software

Microsoft Office

Job description

We are looking for a dedicated and experienced Executive - CRM to oversee the development, implementation, and optimization of customer relationship management (CRM) strategies within our real estate business. The ideal candidate will be responsible for managing all aspects of interactions with developers / builders, ensuring a seamless customer experience, and driving customer satisfaction. They will work closely with sales, accounts, and customer service teams to create personalized engagement plans, automate communication workflows, and leverage data to enhance the customer journey.

Positions: CRM Executive / Officer

Job Location: Noida, Sector 90

Package: Fixed Salary (Upto 4 LPA or Negotiable)

Working Days: Monday to Saturday (6 Days)

Roles and Responsibilities

• Manage CRM data, ensuring accuracy and completeness of customer records.
• Coordinate with sales team to ensure timely booking validation in CRM and payment collection.
• Booking Login with required Booking Forms & Customer KYC in Builder Office.
• Prepare MIS reports using advanced Excel skills, providing insights on post-sales performance and documentation compliance.
• Conduct regular follow-ups on outstanding payments with Sales Team and Customer KYC pertaining to documentation and their property booking.
• Call to the customer for KYC, Payment and other important details verification pertaining to property.
• Ensure adherence to company policies and procedures related to CRM management, records management, and documentation.
• Documentation and Compliance: Ensure accurate and thorough documentation of customer recovery cases. Monitor compliance with company policies, legal requirements, and industry standards.
• Stakeholder Communication: Assist in maintaining strong relationships with internal team and also with developers stakeholders. Contribute to effective communication with other departments as well.
• BBA and Payment follow-up with Developer RM's.
• Monitor and contribute to the overall success rate of resolving customers issues.
• Process Improvement: Identify areas for improvement in the customer recovery process. Actively participate in implementing changes to enhance the efficiency and effectiveness of recovery procedures.
• Experience in CRM software, Microsoft Office (Word, Excel, PowerPoint, Outlook).
  

Desired Candidate Profile

• 1-3 years of experience in CRM Management or similar role in real estate industry.
• Work experience in Excel & Word for report preparation and analysis.
• Strong understanding of Booking Validation, Payment Collection, Post Sales processes, KYC, Client & Developer Coordination.
• Strong communication and interpersonal skills.
• Ability to create and deliver effective presentations.
• Customer-focused with the ability to build and maintain client relationships.
• Problem-solving skills and attention to detail.
• Ability to work independently and as part of a team.