Post-Sales / Customer Relations

RECEX Pvt. Ltd.; Kolkata District; On-site; INR 350,000 - 520,000; Full time

Job summary

RECEX Pvt. Ltd. is seeking a Proactive Post-Sales Executive in Kolkata to manage client interactions from booking through agreement registration and loan processing.

You will coordinate with finance, legal, and banking partners to ensure a smooth experience for clients after purchase, while maintaining accurate records and timely updates.

Qualifications

• Graduate in any discipline with CRM exposure.
• 1–3 years of experience in real estate post-sales or customer service.

Responsibilities

• Manage payment follow-up and collections from clients as per schedule.
• Handle receipts and financial documentation, and reconcile with accounts.
• Coordinate drafting and registration of sale agreements with legal team and clients.
• Assist clients in compiling documents for home loan processing with banks.
• Act as primary post-booking contact and update clients on payment, status, and loan progress.
• Maintain a MIS/tracker of post-sales activities and share status reports.

Skills

Follow-up skills

Client relations

Real estate docs

Communication

Excel

CRM tools

Education

Graduate degree

Commerce/Business

Tools

MS Excel

CRM tools

Job description

Position Overview

The Post-Sales Executive will be responsible for managing all client interactions and documentation from the point of booking through to agreement registration and loan processing. This role ensures a smooth, transparent, and timely experience for clients after they have committed to a purchase, while coordinating closely with finance, legal, and banking partners.

Key Responsibilities

1. Payment Follow-Up & Collection

• Follow up with clients for booking demand money as per the payment schedule
• Generate and share demand notices for the agreement stage
• Generate and issue piling demand notices
• Track pending payments and escalate delays to the sales/finance team

1. Receipts & Financial Documentation

• Receive agreement money from clients and issue money receipts
• Receive piling money from clients and issue money receipts
• Maintain accurate records of all payments received and receipts issued
• Reconcile collections with the accounts/finance department

1. Agreement Management

• Coordinate the drafting and generation of the sale agreement
• Liaise with the legal team to ensure timely agreement registration
• Share a copy of the registered agreement with the client
• Maintain a tracker of agreement status (drafted, registered, delivered) for each client

1. Home Loan Coordination

• Assist clients in compiling and submitting required documents to banks/financial institutions for home loan processing
• Coordinate with bank representatives/DSAs to resolve documentation queries
• Follow up on loan disbursement status and update clients accordingly

1. Client Relationship Management

• Act as the primary point of contact for clients post-booking
• Proactively update clients on payment due dates, agreement status, and loan progress
• Address client queries/concerns promptly and professionally
• Maintain a positive client experience to support referrals and repeat business

1. Reporting & Coordination

• Maintain an updated MIS/tracker of all post-sales activities (demand raised, payments received, agreements registered, loan status)
• Share periodic status reports with management
• Coordinate with sales, legal, and accounts teams to resolve bottlenecks

Key Skills & Competencies

• Strong follow-up and coordination skills
• Good understanding of real estate documentation and agreement processes
• Basic knowledge of home loan procedures and bank documentation requirements
• Excellent communication skills (verbal & written)
• Proficiency in MS Excel/Word and CRM tools
• Attention to detail and strong record-keeping
• Ability to manage multiple client accounts simultaneously

Qualifications

• Graduate in any discipline (preferred: Commerce/Business Administration)
• 1–3 years of experience in real estate post-sales, CRM, or customer service (freshers with strong communication skills may also be considered)
• Familiarity with real estate agreements, RERA norms, and home loan processes preferred