Customer Relationship Manager (Real Estate Development & Finance)

Blue Wings Finance And Consultancy; Mumbai; On-site; INR 600,000 - 900,000; Full time

Job summary

Blue Wings Finance And Consultancy seeks a Customer Relationship Manager to build and maintain relationships with clients, investors, and financial partners across real estate projects. You will manage communications, coordinate financing needs, and drive service excellence.

Based in Mumbai, the role involves coordinating with banks and NBFCs, guiding customers through loan processes, and ensuring compliance with KYC and regulatory requirements while supporting growth through relationship

Qualifications

• First Class Bachelor's degree in Business Administration, Commerce, Finance, Real Estate, or related field.
• MBA (Marketing/Finance) preferred.
• 2-4 years experience in customer relationship management within real estate, housing finance, banking, or NBFCs.
• Remuneration to commensurate with qualification & experience.

Responsibilities

• Build and maintain long-term relationships with customers, investors, channel partners, and financial institutions.
• Serve as the primary point of contact for clients throughout sales, financing, and post-sales processes.
• Understand clients' financial requirements and recommend suitable real estate and financing solutions.
• Coordinate with banks, NBFCs, HFCs, and other financial institutions for home loans, project finance, and loan processing.
• Guide customers through documentation, legal formalities, loan approvals, and disbursement processes.
• Resolve customer queries, complaints, and service requests promptly with high satisfaction.
• Maintain accurate customer records using CRM software and prepare MIS reports.
• Coordinate with Sales, Legal, Finance, Projects, and Operations to ensure timely execution.
• Monitor project milestones and communicate updates to customers.
• Identify cross-selling and upselling opportunities for financial and real estate products.
• Conduct customer meetings, presentations, site visits, and follow-ups.

Skills

Real Estate

Project Finance

Mortgage Products

CRM Software

Customer Relations

Negotiation

Communication

KYC Norms

MS Office

Education

Bachelor's degree in Business/Finance/Real Estate

MBA (Marketing/Finance) preferred

Tools

Salesforce

Zoho CRM

Microsoft Dynamics

Job description

Job Description: Customer Relationship Manager (Real Estate Development & Finance)
Job Title: Customer Relationship Manager (CRM)
Department: Sales / Business Development / Client Relations
Industry: Real Estate Development & Finance

Job Summary

The Customer Relationship Manager (CRM) is responsible for building and maintaining strong relationships with clients, investors, financial institutions, and business partners throughout the real estate project lifecycle. The role involves managing client communications, coordinating financing requirements, ensuring excellent customer service, facilitating transactions, and supporting business growth through effective relationship management.

Key Responsibilities

• Build and maintain long-term relationships with customers, investors, channel partners, and financial institutions.
• Serve as the primary point of contact for clients throughout the sales, financing, and post-sales process.
• Understand clients' financial requirements and recommend suitable real estate and financing solutions.
• Coordinate with banks, NBFCs, HFCs, and other financial institutions for home loans, project finance, and loan processing.
• Guide customers through documentation, legal formalities, loan approvals, and disbursement processes.
• Resolve customer queries, complaints, and service requests promptly while ensuring high customer satisfaction.
• Maintain accurate customer records using CRM software and prepare periodic MIS reports.
• Coordinate with internal departments including Sales, Legal, Finance, Projects, and Operations to ensure timely execution of client requirements.
• Monitor project milestones and proactively communicate updates to customers.
• Identify cross-selling and upselling opportunities for financial and real estate products.
• Conduct customer meetings, presentations, site visits, and follow-up activities.
• Ensure compliance with RERA, company policies, KYC, and regulatory requirements.
• Support marketing initiatives, customer engagement events, and referral programs.

Required Qualifications

• First Class Bachelor's degree in Business Administration, Commerce, Finance, Real Estate, or a related field.
• MBA (Marketing/Finance) preferred.
• 2 - 4 years of experience in customer relationship management within real estate, housing finance, banking, or NBFCs.
• Remuneration - To commensurate with qualification & experience

Required Skills

• Strong knowledge of real estate development and property transactions.
• Understanding of home loans, project finance, mortgage products, and financial documentation.
• Excellent customer relationship and stakeholder management skills.
• Strong communication, negotiation, and interpersonal abilities.
• Ability to handle multiple clients and prioritize tasks effectively.
• Problem-solving and conflict resolution skills.
• Proficiency in MS Office (Excel, Word, PowerPoint) and CRM software.
• Knowledge of RERA regulations, KYC norms, and real estate documentation.
• Strong analytical and financial assessment skills.

Key Competencies

• Customer-centric approach
• Relationship building
• Financial acumen
• Communication and presentation skills
• Team collaboration
• Attention to detail
• Time management
• Negotiation and persuasion
• Decision-making
• Integrity and professionalism

Preferred Experience

• Experience with real estate developers, project finance companies, banks, NBFCs, HFCs, or real estate advisory firms.
• Familiarity with loan processing, customer onboarding, property documentation, and financial analysis.
• Exposure to CRM platforms such as Salesforce, Zoho CRM, or Microsoft Dynamics is an added advantage.

Key Performance Indicators (KPIs)

• Customer Satisfaction (CSAT) score
• Customer retention and repeat business
• Client response and resolution time
• Loan conversion and disbursement rate
• Revenue generated through referrals and cross-selling
• Timely completion of customer documentation
• CRM data accuracy and reporting compliance
• Number of successful client engagements and referrals