CRM Executive – Salesforce & Tools Specialist

Royal Indraprastha Builders; Bengaluru; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Royal Indraprastha Builders in Bengaluru seeks a hands-on CRM professional to actively work on Salesforce, CRM tools, and integrations to manage data, generate reports, and support sales operations. This is a tool-driven role, not a data-entry position.

You will handle daily Salesforce operations, build reports and dashboards, track leads and site visits, monitor funnel movement, and ensure data accuracy while leveraging AI automation within CRM to improve reporting efficiency.

Qualifications

• 3–6 years of hands-on CRM experience with Salesforce
• Experience building Salesforce reports and dashboards independently
• Experience managing full sales funnel in CRM (Lead → Site Visit → Booking → Collection)
• Experience with CRM tools, add-ons, and integrations (dialers, automation)
• Exposure to data analysis and MIS reporting (CRM + Excel)
• Real estate experience preferred but not mandatory

Responsibilities

• Work directly on Salesforce for daily operations
• Generate MIS, reports, and dashboards
• Track leads, follow-ups, site visits, bookings, and collections
• Monitor sales team performance and funnel movement
• Maintain data accuracy and CRM discipline
• Support calling systems and lead tracking
• Use tools/automation to improve reporting efficiency

Skills

Salesforce

Reporting

Dashboards

CRM Workflows

Data Analysis

AI Tools

Tools

CRM Tools

Salesforce Integrations

Excel

Job description

Permanent

Role Summary

Looking for a hands-on CRM professional who can actively work on Salesforce, CRM tools, and integrations to manage data, generate reports, and support sales operations. This is a tool-driven role, not a data entry position.

Key Requirements

• Strong hands-on experience in Salesforce (mandatory)
• Must know Salesforce tools, add-ons, and integrations
• Ability to create reports, dashboards, and extract data independently
• Good understanding of CRM workflows and technical structure
• Experience in handling calling data / lead tracking / follow-up systems
• Should be comfortable using AI tools / automation tools within CRM or reporting

Key Responsibilities

• Work directly on Salesforce for daily operations
• Generate MIS, reports, and dashboards
• Track leads, follow-ups, site visits, bookings, and collections
• Monitor sales team performance and funnel movement
• Maintain data accuracy and CRM discipline
• Support calling systems and lead tracking
• Use tools/automation to improve reporting efficiency

Experience Required

• 3–6 years of hands-on CRM experience with strong Salesforce usage
• Proven experience in:
  • o Building Salesforce reports & dashboards independently
  • o Managing complete sales funnel in CRM (Lead → Site Visit → Booking → Collection)
  • o Working with CRM tools, add-ons, and integrations (dialers, automation, etc.)
• Experience handling sales team data (15–25 members)
• Strong exposure to data analysis and MIS reporting (CRM + Excel)
• Real estate experience preferred (Apartments/Villas), but not mandatory
• Exposure to AI / automation tools is an added advantage

Must-Have

• Hands-on Salesforce (not theoretical)
• Strong reporting capability
• Tool-driven working style
• Understanding of CRM technical flow

Good to Have

• Exposure to AI tools / automation / integrations