CRM Executive

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

Job summary

Mores Techno is seeking a dedicated and experienced Executive - CRM to oversee CRM strategies within our real estate business in Noida, Sector 90. You will manage CRM data, ensure accurate records, and coordinate with sales to validate bookings and payments.

The ideal candidate has 1–3 years in CRM management, strong Excel/Word skills, and excellent communication to interact with developers and clients, focusing on KYC, post-sales processes, and documentation.

Qualifications

• 1-3 years of experience in CRM Management or similar role in real estate industry.
• Proficient in Excel and Word for reports and analysis.
• Strong understanding of Booking Validation, Payment Collection, Post Sales, KYC and coordination with clients and developers.
• Excellent communication and interpersonal skills.
• Ability to create and deliver effective presentations.
• Customer-focused with ability to build and maintain client relationships.
• Problem-solving and attention to detail.
• Ability to work independently and in a team.

Responsibilities

• Manage CRM data, ensuring accuracy and completeness of customer records.
• Coordinate with sales team to validate bookings in CRM and collect payments.
• Booking login with required Booking Forms & Customer KYC in Builder Office.
• MIS reports using advanced Excel, providing insights on post-sales performance.
• Follow up on outstanding payments with Sales Team and KYC documentation.
• Contact customers for KYC, payments and documentation verification.
• Ensure adherence to CRM management, records management, and documentation policies.
• Maintain relationships with internal teams and developers stakeholders.
• Support in CRM process improvements and recovery procedures.
• Experience in CRM software and Microsoft Office tools.

Skills

CRM management

Data analysis

Excel

Word

Customer coordination

Payment collection

KYC handling

MIS reporting

Stakeholder communication

Documentation

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.