Lead Management and CRM Executive - Real Estate

RP Clan; Bengaluru; In loco; INR 279.000 - 502.000; Tempo pieno

Descrizione del lavoro

RPCLAN SERVICES PRIVATE LIMITED, operating as Get Right Property in Bengaluru, seeks a Lead Management & CRM Executive to handle enquiry flow, data capture, allocation and reporting.

You will work with Sales and Pre-Sales, ensure timely follow-ups, maintain CRM data integrity, and generate daily lead and bulk calling reports. The role requires 1–5 years of related experience and office-based work from Sigma Soft Tech Park, Whitefield.

Competenze

• :1-5 years of relevant experience in lead management, CRM operations or sales coordination.
• :Hands-on experience in CRM lead allocation, tracking, bulk uploads and reporting.
• Experience coordinating with Sales or Pre-Sales teams.
• Working knowledge of Excel or Google Sheets, including filters, lookups, duplicate checks and pivot tables.
• Strong attention to detail and ability to handle high volumes of records accurately.
• Clear communication and confidence to follow up with team members and escal
• Residential real estate experience is preferred.

Mansioni

• Monitor leads received through marketing campaigns, websites, property portals, calls, WhatsApp and other approved sources.
• Ensure every incoming lead is captured promptly in the CRM with accurate contact details, source, project interest and enquiry time.
• Allocate leads through round robin or specific management instructions, following approved allocation rules.
• Notify the concerned executive and track whether the lead is acknowledged and contacted within the prescribed turnaround time.
• Identify unattended leads and arrange reassignment according to approved rules when the assigned executive does not act within the required time.
• Monitor follow-up schedules, pending activities, lead statuses, remarks and next-action dates.
• Coordinate with Sales and Pre-Sales executives to resolve follow-up gaps and escal
• Redistribute leads between executives and teams as instructed, preserving interaction records and ownership history.
• Clean, validate, deduplicate and upload approved bulk calling databases into the CRM.
• Allocate bulk calling data to Sales and Pre-Sales teams and track calling progress, pending records and outcomes.
• Organize fresh, active, inactive and older leads systematically for retrieval and approved reactivation campaigns.
• Maintain accurate allocation records, data source details, upload batches and reassignment logs.
• Prepare daily reports on new leads, allocation, delayed responses, overdue follow-ups, reassignments and bulk calling progress.
• Identify CRM errors, missing leads, failed imports and process gaps, and coordinate their resolution.
• Protect customer and company information. Do not export, share, copy, delete or transfer data without authorization.

Conoscenze

Lead management

CRM operations

Sales coordination

Excel / Sheets

Data reporting

Descrizione del lavoro

Company: RPCLAN SERVICES PRIVATE LIMITED - Get Right Property Industry: Residential Real Estate

Location: Sigma Soft Tech Park, Whitefield, Bengaluru - 560066

Work Mode: Work from Office

Working Hours: 10:00 AM-7:00 PM

Reporting To: Managing Director / Designated Management Representative

Experience: Preferably 1-5 years in lead management, CRM operations or sales coordination

Salary: Based on relevant experience and capability

Know More About Us

Website: https://www.getrightproperty.com

YouTube: https://youtube.com/@getrightproperty

About Get Right Property

Get Right Property, operated by RPCLAN SERVICES PRIVATE LIMITED, is a Bengaluru-based residential real estate advisory helping homebuyers with property information, project walkthroughs, site visits and expert guidance.

About the Role

We are hiring a Lead Management & CRM Executive to manage the flow of enquiries and calling data across our Sales and Pre-Sales teams.

You will ensure that incoming leads are accurately captured in the CRM, promptly allocated, attended to within prescribed timelines and consistently followed up. You will also manage lead redistribution, bulk data uploads, database organization and management reporting.

This is a responsible position reporting directly to management. Strong ownership, accuracy, confidentiality and assertive team coordination are essential.

Key Responsibilities

• Monitor leads received through marketing campaigns, websites, property portals, calls, WhatsApp and other approved sources.
• Ensure every incoming lead is captured promptly in the CRM with accurate contact details, source, project interest and enquiry time.
• Allocate leads through round robin or specific management instructions, following approved allocation rules.
• Notify the concerned executive and track whether the lead is acknowledged and contacted within the prescribed turnaround time.
• Identify unattended leads and arrange reassignment according to approved rules when the assigned executive does not act within the required time.
• Monitor follow-up schedules, pending activities, lead statuses, remarks and next-action dates.
• Coordinate with Sales and Pre-Sales executives to resolve follow-up gaps and escal
• Redistribute leads between executives and teams as instructed, preserving interaction records and ownership history.
• Clean, validate, deduplicate and upload approved bulk calling databases into the CRM.
• Allocate bulk calling data to Sales and Pre-Sales teams and track calling progress, pending records and outcomes.
• Organize fresh, active, inactive and older leads systematically for retrieval and approved reactivation campaigns.
• Maintain accurate allocation records, data source details, upload batches and reassignment logs.
• Prepare daily reports on new leads, allocation, delayed responses, overdue follow-ups, reassignments and bulk calling progress.
• Identify CRM errors, missing leads, failed imports and process gaps, and coordinate their resolution.
• Protect customer and company information. Do not export, share, copy, delete or transfer data without authorization.

Required Skills and Experience

• 1-5 years of relevant experience in lead management, CRM operations or sales coordination.
• Hands-on experience in CRM lead allocation, tracking, bulk uploads and reporting.
• Experience coordinating with Sales or Pre-Sales teams.
• Working knowledge of Excel or Google Sheets, including filters, lookups, duplicate checks and pivot tables.
• Strong attention to detail and ability to handle high volumes of records accurately.
• Clear communication and confidence to follow up with team members and escal
• Strong sense of urgency, accountability and confidentiality.
• Residential real estate experience is preferred.

Role Expectations

This is a lead operations and monitoring role. The executive will own lead capture, allocation, follow-up tracking, redistribution and reporting. Sales and Pre-Sales teams will remain responsible for customer conversations and conversions.