Customer Relationship Executive

Oraiyan Property Marketing Services Private Limite; Bengaluru; On-site; INR 300,000 - 550,000; Full time

Benefits offered by this job

Competitive salary with incentives

Growth opportunities within CRM/Sales/

Training & development programs

Collaborative work environment

Exposure to large-scale projects

Job summary

Oraiyan Property Marketing Services Private Limite in Bengaluru seeks a CRM Executive Real Estate to manage post-booking activities through registration. You will handle documentation, coordinate with internal teams, update ERP/CRM records, and ensure a smooth customer journey from booking to handover.

Candidates should have 1–4 years of real estate CRM experience, strong communication, and proficiency in MS Office and CRM/ERP tools.

Qualifications

• Graduation and Post Graduation are preferred.
• 1–4 years of experience in real estate CRM
• Strong communication and interpersonal skills.
• Proficiency in MS Office and CRM/ERP tools.
• Ability to handle customer queries professionally.
• Good coordination and follow-up skills.
• Knowledge of real estate documentation and legal processes.

Responsibilities

• Post-Booking Customer Handling: collect forms, conduct welcome calls, answer queries, update CRM/ERP records.
• Customer Documentation & Verification: collect and verify KYC documents, brief customers on project details.
• Collections & Financial Coordination: communicate payment timelines, ensure 30% payment within 20 days, coordinate with accounts.
• Legal & Agreement Coordination: address legal queries, prepare and execute sale agreements.
• Internal Coordination: align with Sales, Legal, Loan Processing, and Registration teams; support loan documentation with banks/NBFCs.
• Site Visit & Project Coordination: assist during launches, provide project updates and explain extra charges.
• Customer Relationship Management: be the first point of contact from booking to registration, resolve issues, maintain satisfaction.

Skills

MS Office

CRM/ERP

Communication

Coordination

Time management

Attention to detail

Customer-centric

Problem-solving

Education

Graduation and Post Graduation preferred

Tools

CRM/ERP tools

MS Office

Job description

Job Description - CRM Executive Real Estate

Position Overview

The CRM Executive is responsible for managing end-to-end customer relationship after booking Process until the completion of registration. This role ensures a smooth customer journey by handling documentation, communication, coordination with internal departments, and maintaining accurate customer records in the ERP system.

Key Responsibilities

1. Post-Booking Customer Handling

• Collect booking forms and customer details from the Sales Team immediately after the booking.


• Conduct welcome calls to customers and send personalized welcome emails.


• Assist customers with any queries related to project information, approvals, pricing, and layout details.


• Update all customer information and communication details in the ERP/CRM tools accurately.

2. Customer Documentation & Verification

• Collect all KYC documents from customers as per company policy.


• Verify customer documentation and ensure completeness.


• Brief customers on project details and validate their understanding of project specifications.

3. Collections & Financial Coordination

• Communicate the company’s collection timelines, procedures, and payment schedules.


• Ensure customers make the 30% payment within 20 days as per policy.


• Share legal books, documents, and relevant financial information with customers.


• Coordinate with the Accounts and Finance department for timely payment updates.

4. Legal & Agreement Coordination

• Address customer legal queries in coordination with the Legal Team.


• Initiate and follow up on the preparation and execution of the Sale Agreement.


• Ensure customers understand all terms, conditions, and compliance requirements.

5. Internal Coordination

• Work closely with internal teams such as Sales, Legal, Loan Processing, and Registration departments.


• Coordinate loan documentation and ensure smooth processing with banks/NBFCs.


• Support customers throughout the registration process acting as Point of Contact to the Customers and Registration.

6. Site Visit & Project Coordination

• Assist during project mega launches and customer site visits.


• Provide customers with clear details regarding other charges (maintenance, registration fees and other Charges)


• Ensure customers receive accurate and timely project updates.

7. Customer Relationship Management

• Act as the first point of contact for customers from booking till registration.


• Resolve customer issues promptly and elevate critical matters to the concerned department.


• Maintain a high level of customer satisfaction and act as a trusted relationship partner.

Skills & Qualifications

• Graduation and Post Graduation are Preferred.


• 1–4 years of experience in real estate CRM


• Strong communication and interpersonal skills.


• Proficiency in MS Office and CRM/ERP tools.


• Ability to handle customer queries professionally.


• Good coordination and follow-up skills.


• Knowledge of real estate documentation and legal processes.

Key Competencies

• Customer-centric approach


• Time management


• Problem-solving


• Attention to detail


• Cross-functional coordination

What We Offer

• Competitive salary with performance-based incentives.


• Professional growth opportunities within CRM, Sales, and Operations.


• Training and development programs to enhance real estate and customer management skills.


• Supportive and collaborative work environment across departments.


• Exposure to large-scale plotted development projects and end-to-end customer lifecycle management.