Walk-in | Crm Executive

Oraiyan Property Marketing Services Private Limite; Bengaluru; On-site; INR 300,000 - 600,000; Full time

Job summary

Oraiyan Property Marketing Services Private Limite is seeking a capable CRM executive to manage post-booking activities, customer documentation, and coordinated payments for real estate projects in Bengaluru.

You will work cross-functionally with Sales, Legal, Loan Processing, and Registration teams to ensure a smooth customer journey from booking to registration, including site visits and timely updates.

Qualifications

• Graduation or higher education preferred.
• 1–3 years of experience in real estate CRM.
• Strong communication and interpersonal skills.
• Proficiency in MS Office and CRM/ERP tools.
• Knowledge of real estate documentation and legal processes.

Responsibilities

• Post-booking customer handling and welcome communications.
• Collect and verify customer KYC docs; update CRM.
• Coordinate collections and ensure 30% payment within policy.
• Coordinate with Legal for agreement preparation and explanations.
• Internal coordination with Sales, Legal, Loan Processing, and Registration.
• Assist during site visits and provide project charge details.
• Maintain strong customer relationships from booking to registration.

Skills

Communication skills

Interpersonal skills

MS Office proficiency

CRM/ERP familiarity

Customer query handling

Coordination & follow-up

Attention to detail

Problem-solving

Time management

Education

Graduation or higher

Tools

CRM/ERP software

Job description

Key Responsibilities 1. Post-Booking Customer Handling

• Collect booking forms and customer details from the Sales Team immediately after the booking.
• Conduct welcome calls to customers and send personalized welcome emails.
• Assist customers with any queries related to project information, approvals, pricing, and layout details.
• Update all customer information and communication details in the ERP/CRM tools accurately.

2. Customer Documentation & Verification

• Collect all KYC documents from customers as per company policy.
• Verify customer documentation and ensure completeness.
• Brief customers on project details and validate their understanding of project specifications.

3. Collections & Financial Coordination

• Communicate the companys collection timelines, procedures, and payment schedules.
• Ensure customers make the 30% payment within 20 days as per policy.
• Share legal books, documents, and relevant financial information with customers.
• Coordinate with the Accounts and Finance department for timely payment updates.

4. Legal & Agreement Coordination

• Address customer legal queries in coordination with the Legal Team.
• Initiate and follow up on the preparation and execution of the Sale Agreement.
• Ensure customers understand all terms, conditions, and compliance requirements.

5. Internal Coordination

• Work closely with internal teams such as Sales, Legal, Loan Processing, and Registration departments.
• Coordinate loan documentation and ensure smooth processing with banks/NBFCs.
• Support customers throughout the registration process acting as Point of Contact to the Customers and Registration

6. Site Visit & Project Coordination

• Assist during project mega launches and customer site visits.
• Provide customers with clear details regarding other charges (maintenance, registration fees and other Charges)
• Ensure customers receive accurate and timely project updates.

7. Customer Relationship Management

• Act as the first point of contact for customers from booking till registration.
• Resolve customer issues promptly and elevate critical matters to the concerned department.
• Maintain a high level of customer satisfaction and act as a trusted relationship partner.

Skills & Qualifications

• Graduation and Post Graduation are Preferred.
• 1–3 years of experience in real estate CRM
• Strong communication and interpersonal skills.
• Proficiency in MS Office and CRM/ERP tools.
• Ability to handle customer queries professionally.
• Good coordination and follow-up skills.
• Knowledge of real estate documentation and legal processes.

Key Competencies

• Customer-centric approach
• Time management
• Problem-solving
• Attention to detail
• Cross-functional coordination