CRM Executive Real Estate

Neelkanth Properties; Panchkula, Pinjore; On-site; INR 300,000 - 450,000; Full time

Job summary

Neelkanth Properties is seeking a proactive CRM Executive to manage customer interactions, leads, and post-sales coordination across real estate projects. You will maintain customer records, coordinate with sales, and ensure a smooth customer experience throughout the sales journey.

The role requires strong communication, MS Excel knowledge, and the ability to follow up with multiple customers, schedule site visits, and prepare CRM reports for conversions.

Qualifications

• Graduate with 2+ years of experience in CRM, customer relationship, or sales coordination.
• Experience in real estate/property/construction is preferred.
• Good verbal and written communication, with ability to speak to customers via phone/WhatsApp.
• Strong follow-up and coordination skills.
• Presentable, customer-oriented, and able to work in a target-driven environment.

Responsibilities

• Manage and maintain customer and lead information in the CRM system.
• Handle queries via calls, WhatsApp, email and other channels.
• Follow up with prospective and existing clients regularly.
• Coordinate with sales team on leads, enquiries and customer requirements.
• Schedule property/site visits with prospective customers.
• Maintain follow-up records and update lead status in the CRM.
• Prepare CRM reports related to leads, follow-ups, visits and conversions.
• Support the sales team to improve lead conversion and customer engagement.

Skills

CRM software

Customer service

Lead follow-up

Sales coordination

MS Excel

Communication skills

Education

Graduate degree

Tools

CRM software

MS Excel

Job description

Job Summary

We are looking for a proactive and customer-focused CRM Executive to manage customer interactions, leads, follow-ups and post-sales coordination for our real estate projects. The candidate will be responsible for maintaining accurate customer records, coordinating with the sales team and ensuring a smooth customer experience throughout the sales journey.

Key Responsibilities

• Manage and maintain customer and lead information in the CRM system.
• Handle incoming customer queries through calls, WhatsApp, email and other communication channels.
• Follow up with prospective customers and existing clients on a regular basis.
• Coordinate with the sales team regarding leads, enquiries and customer requirements.
• Schedule and coordinate property/site visits with prospective customers.
• Maintain regular follow-up records and update lead status in the CRM.
• Track customer interactions, enquiries, meetings and site visits.
• Coordinate with internal teams for documentation, booking and customer-related requirements.
• Follow up with customers regarding booking formalities, documentation and payments.
• Maintain accurate records of bookings, cancellations, customer requests and grievances.
• Ensure timely resolution and escalation of customer concerns.
• Prepare regular CRM reports related to leads, follow-ups, site visits and conversions.
• Support the sales team in improving lead conversion and customer engagement.
• Maintain a professional and positive relationship with customers throughout the sales cycle.

Candidate Profile

• Graduate in any discipline.
• 02 years of experience in CRM, customer relationship, sales coordination or customer service.
• Candidates with experience in real estate/property/construction will be preferred.
• Freshers with good communication skills and a willingness to learn can also apply.
• Good verbal and written communication skills.
• Comfortable speaking with customers over phone and WhatsApp.
• Basic knowledge of MS Excel, MS Office and CRM software.
• Strong follow-up and coordination skills.
• Good interpersonal and problem-solving abilities.
• Ability to maintain accurate records and handle multiple customers simultaneously.
• Presentable, disciplined and customer-oriented.
• Ability to work in a target-driven and fast-paced environment.