Role overview
Job Title: CRM Executive
Department: CRM
Experience Required: 2–4 Years
Employment Type: Full-Time
About the Role
We are seeking a proactive and customer-focused CRM Executive to manage client relationships and ensure a seamless customer experience throughout the property buying journey. The ideal candidate will act as a bridge between customers and internal departments, ensuring timely communication, issue resolution, documentation, and post-sales support.
Key Responsibilities
- Manage end-to-end customer relationship activities from booking to possession.
- Handle customer queries, complaints, and service requests professionally and within defined timelines.
- Coordinate with Sales, Finance, Legal, Projects, and Collection teams for smooth customer servicing.
- Maintain accurate customer records, agreements, payment schedules, and communication logs in CRM software.
- Follow up with customers for documentation, payment collections, and registration formalities.
- Ensure timely sharing of project updates, payment reminders, possession schedules, and other customer communications.
- Support customers during agreement execution, home loan processing, registration, and handover procedures.
- Conduct customer engagement activities, feedback collection, and satisfaction surveys.
- Prepare CRM reports, MIS, and status updates for management review.
- Maintain high standards of customer satisfaction and service quality.
- Excellent verbal and written communication skills.
- Strong interpersonal and relationship management abilities.
- Good knowledge of CRM software and Microsoft Office tools.
- Ability to handle escalations and resolve customer concerns efficiently.
- Strong coordination and multitasking skills.
- Attention to detail and documentation accuracy.
- Understanding of real estate processes, agreements, and customer lifecycle management.
Qualifications
- Bachelor’s degree in Business Administration, Marketing, Commerce, or related field.
- MBA or relevant certification is an added advantage.
Preferred Experience
- Prior experience in CRM or customer service within the real estate industry.
- Familiarity with property booking, collections, possession process, and customer documentation.
Key Performance Indicators (KPIs)
- Customer satisfaction score (CSAT)
- Query resolution turnaround time
- Collection follow-up efficiency
- Documentation completion rate
- Customer retention and engagement levels
What We Offer
- Competitive salary and performance incentives
- Professional work environment
- Learning and development support