Executive / Senior Executive - Sales Administration
Shree Naman Developers
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Job summary
Shree Naman Developers in Andheri West, Mumbai, seeks an Executive/Sr. Executive - Sales Administration to support the site sales team with documentation, ERP updates, MIS reports, and coordination across departments.
The role involves managing customer records, booking-related documentation, KYC processes and ensuring timely submission of all sales paperwork while maintaining data accuracy and confidentiality on the project site.
Qualifications
- Graduate in any discipline.
- Bachelor's degree in Business Administration, Commerce, Management or related field preferred.
- 25 years of experience in Real Estate Sales Administration & Coordination.
- Experience in Real Estate / Construction industry preferred.
- Experience in handling site sales offices an added advantage.
Responsibilities
- Provide day-to-day administrative support to the site sales team.
- Coordinate with Sales Managers, Sales Executives, Channel Partners and customers for sales-related requirements.
- Maintain accurate records of enquiries, site visits, bookings, cancellations and customer follow-ups.
- Coordinate with the Head Office for various sales processes and approvals.
- Ensure timely completion and submission of sales-related documents.
- Enter and maintain customer and sales data accurately in the company's ERP system.
- Generate reports from ERP systems as required by the Sales Head.
- Prepare daily, weekly and monthly sales MIS reports.
- Maintain records of leads, site visits, booking status, customer documentation and payments.
- Support the site team in coordinating customer meetings, presentations and property-related documentation.
- Maintain proper records of customer feedback and follow-up requirements.
- Coordinate with Finance/Accounts, CRM, Legal, Projects/Site Team, Marketing for process smoothness.
- Maintain organized filing systems and ensure confidentiality of information.
Skills
Education
Tools
Job description
Department: Sales
Function: Administration
Industry: Real Estate & Construction
Location: Andheri West
Reporting To: Sales Manager / Project Sales Head
To provide effective administrative and operational support to the site sales team by managing sales documentation, customer records, booking-related processes, ERP updates, MIS reports, and coordination with internal departments, ensuring smooth and timely execution of sales activities at the project site.
- Provide day-to-day administrative support to the site sales team.
- Coordinate with Sales Managers, Sales Executives, Channel Partners and customers for sales-related requirements.
- Maintain accurate records of enquiries, site visits, bookings, cancellations and customer follow-ups.
- Coordinate with the Head Office for various sales processes and approvals.
- Ensure timely completion and submission of sales-related documents.
- Assist in preparation and processing of booking forms, customer KYC documents, application forms and other sales documentation.
- Verify documents for completeness and coordinate with customers for pending documents.
- Maintain proper physical and digital records of customer documentation.
- Coordinate with other departments for booking-related documentation and approvals.
- Enter and maintain customer and sales data accurately in the company's ERP system.
- Ensure timely updating of enquiries, site visits, bookings, payments and other sales transactions.
- Monitor pending activities and coordinate with concerned team members for closure.
- Maintain data accuracy and confidentiality of customer information.
- Generate reports from ERP systems as required by the Sales Head.
- Prepare daily, weekly and monthly sales MIS reports.
- Maintain records of:
- Leads and enquiries
- Site visits
- Booking status
- Cancellation status
- Customer documentation
- Channel Partner performance
- Collection/payment status
- Pending cases
- Share regular reports with the Sales Manager / Project Sales Head.
- Highlight discrepancies, pending documentation and ageing cases to the concerned stakeholders.
- Support the sales team in managing customer site-visit records.
- Maintain visitor/site-visit registers and relevant customer information.
- Coordinate with the site team to ensure required information and documents are available for customers.
- Assist the sales team in coordinating customer meetings, presentations and property-related documentation.
- Maintain proper records of customer feedback and follow-up requirements.
Coordinate with various departments for smooth processing of sales transactions, including:
- Finance/Accounts: Payment receipts, outstanding payments, booking-related financial documentation.
- CRM: Customer data, system updates and process-related issues.
- Legal: Agreements, documentation and legal queries.
- Projects/Site Team: Unit availability, specifications, possession-related information and site coordination.
- Marketing: Brochures, price lists, promotional material and campaign-related requirements.
- Customer Relationship Management: Customer communication and post-booking requirements.
- Maintain records of registered Channel Partners / Brokers.
- Assist in processing Channel Partner-related documentation.
- Maintain records of leads and bookings generated through Channel Partners.
- Coordinate with the sales team and Finance/Accounts for commission-related documentation and status.
- Ensure proper documentation for Channel Partner transactions.
- Maintain organized physical and electronic filing systems at the project sales office.
- Ensure availability of updated price lists, inventory details, forms and sales-related documents.
- Maintain confidentiality of customer and company information.
- Ensure proper control and custody of sales documents and records.
- Support audits and internal reviews by providing required documentation.
Sales Data Accuracy
Accuracy and completeness of ERP records
Documentation
Timely and accurate processing of customer documents
MIS Reporting
Timely submission of daily/weekly/monthly reports
Booking Processing
Timely completion of booking documentation
Pending Cases
Effective tracking and closure of pending documentation
Customer Coordination
Timely response and coordination for customer requirements
Internal Coordination
Effective coordination with other departments
Record Management
Proper maintenance and accessibility of sales records
Channel Partner Administration
Accuracy of CP records and transaction documentation
- Graduate in any discipline.
- Bachelor's degree in Business Administration, Commerce, Management or a related field will be preferred.
- 25 years of experience in Real Estates Sales Administration & Coordination, or a similar role.
- Experience in the Real Estate / Construction industry will be preferred.
- Candidates with experience in handling site sales offices will have an added advantage.
- Good knowledge of MS Excel, Word and PowerPoint.
- Experience with ERP systems.
- Good understanding of sales documentation and MIS reporting.
- Strong data-entry and documentation skills.
- Ability to prepare and maintain Excel-based reports.
- Strong coordination and follow-up skills.
- Attention to detail and accuracy.
- Good written and verbal communication.
- Customer-oriented approach.
- Ability to work under deadlines.
- Good organizational and time-management skills.
- Ability to coordinate with multiple departments.
- High level of confidentiality and professional integrity.
(This role does not involve selling of any property)
Regards,
Human Resources
Shree Naman Group
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