Job Description for CRM Executive.
We are looking for a proactive and detail-oriented CRM Senior Executive/ Assistant Manager to manage and optimize our customer relationship management processes. The ideal candidate will ensure superior client experience, manage post-sales services, and coordinate with internal and external stakeholders to ensure timely possession, documentation, and customer satisfaction.
Key Responsibilities:
1. Customer Relationship Management:
- Serve as the primary point of contact for customers post-booking.
- Handle customer queries related to payment schedules, documentation, project progress, and handover.
- Regularly follow up with clients for payments, document submissions, and feedback.
- Ensure timely response and resolution to customer complaints/escalations.
2. Sales & post-sales Coordination:
- Coordinate with sales, legal, accounts, and projects teams for smooth documentation and post-sale formalities.
- Manage customer data, agreements, and contracts using CRM software.
- Schedule and conduct customer meetings for agreement signings, site visits, or possession processes.
3. CRM System Management:
- Maintain accurate and updated records in the CRM system (e.g., Salesforce, Zoho CRM, or other in-house tools).
- Track customer journey from booking to handover.
- Generate reports related to customer interaction, feedback, pending payments, etc.
4. Payment & Documentation Follow-up:
- Send payment reminders and follow up on outstanding dues as per the payment schedule.
- Coordinate for KYC documents, agreement for sale, registration, and other legal formalities.
5. Customer Engagement & Retention:
- Maintain long-term customer relationships for repeat and referral business.
- Conduct customer satisfaction surveys and analyze feedback for service improvement.
- Plan and execute engagement activities like welcome kits, updates on project milestones, and handover ceremonies.
Qualifications:
- Bachelor's Degree (preferred: BBA, B. Com, or any graduate degree).
Skills Required:
- Excellent communication (written and verbal) and interpersonal skills
- Proficiency in CRM software.
- Strong problem-solving and conflict-resolution skills
- Attention to detail and good organizational skills
- Ability to work under pressure and handle multiple clients
Job Type: Full-time
Pay: ₹400,000.00 - ₹600,000.00 per year
Benefits:
- Cell phone reimbursement
- Health insurance
- Provident Fund
Education:
Experience:
- Real Estate CRM: 4 years (Required)
Work Location: In person
