CRM Executive for Real Estate, Bangalore

Rohan Builders; Bengaluru; On-site; INR 350,000 - 600,000; Full time

Job summary

Rohan Builders in Bengaluru seeks a customer liaison and payments coordinator with 2–5 years of experience in real estate administration. You will manage customer communication, document preparation, and interdepartment coordination to ensure timely payments and smooth handovers.

You will coordinate with banking partners, architects, CRM, QS, accounts, and legal teams, ensuring accurate records, registrations, and ERP updates daily. This role is on-site at Bengaluru with permanent employment.

Qualifications

• Proficient in written and verbal communication.
• Ability to draft documents and correspondence.
• Experience in handling customer queries and payments.

Responsibilities

• Send welcome emails post-booking; follow up for agreement signing and provide draft copies.
• Prepare agreements, bank documents, possession documents, and credit/debit notes.
• Coordinate payment releases with bankers and customers.
• Arrange site visits for documentation and bank visits for disbursements.
• Issue progressive demand letters for subsequent disbursements.
• Assist in final settlements before handing over keys; manage registration communications.
• Update ERP (High-rise) daily; monitor collections and deposits.
• Handle inbound customer calls and resolve queries.

Skills

Communication

Drafting

Customer handling

Tools

MS Office

ERP systems

Bank formalities

RERA knowledge

Job description

2 - 5 Years

Permanent

Job Description

PURPOSE OF THE ROLE

Liaison between customer & company, customer satisfaction, payment collections. In turn, help the growth of the company.

KEY RESPONSIBILITIES

• To send welcome email to customers post receiving the booking form from site, follow up with customers for agreement signing and send them agreement draft copy.
• Prepare agreements, bank documents, possession handing over documents, credit / debit notes.
• Coordinate with banker and customer for the payment release.
• Sending our office representative to customer place for documentation and to banks for collecting the disbursements.
• For subsequent disbursements, send the progressive demand letters to customers.
• Final settlements with customers before handing over the keys.
• Registration related communication to customers.
• ERP updates in High-rise on day to day basis.
• Payment collection from customers and bankers.
• Attending inbound customer calls and solve their queries.

TEAM MANAGEMENT

Not applicable.

CUSTOMER INTERFACE

• Brief through the agreement and documents.
• Assisting in filling the TDS.
• Finalizing modification if any in the given scope.
• Payment receipts.
• Extract referrals.

INTER DEPARTMENT CO-ORDINATION

• Coordinate with the architect department for agreement drawings and unit plans. To also ask for clarity on any specific modifications required by customers from the architect team.
• Coordinate with project team for customer tile forms and modification.
• Coordinate with CRM team from site for inspection of individual flat before handover. To inform the CRM team on site for handing over the keys after the final settlement is completed by the customers.
• Coordinate with QS/planning team on the tile quantity for customers & to prepare the credit and debit note.
• Coordinate with accounts team on daily collection and customer cheque deposits on daily basis.
• Coordinate with legal department for any legal queries from customers / bankers.

REPORTS

• Pending agreement report weekly.
• Project wise customer collection report daily.

KEY DELIVERABLES / PERFORMANCE MEASURES

• Reply to customers on calls and emails.
• Number of the agreements executed on weekly basis.
• Effort to achieving monthly targets.
• Regularity in attendance.

KEY CHALLENGES

• Obtaining project NOC on time.
• To clear the difference committed from sales team with the customer.
• Time taken to address pending issues in the unit.

IDEAL CANDIDATE FOR THE ROLE

Knowledge

MS office, ERP systems, Bank formalities and Legal Documentations, RERA requirement.

Skill

communication, drafting.