Job Description – Junior CRM Executive
Department: Customer Relationship Management (CRM)
Industry: Real Estate / Property Development
Experience: 0–2 Years
Location: CBD Belapur, Navi Mumbai
Employment Type: Full-Time
Reporting To: CRM Manager / CRM Head
About the Role
We are looking for a Junior CRM Executive to support the CRM team in managing customer interactions, documentation, payment follow-ups, sales coordination, and post-sales activities for our real estate projects.
The ideal candidate should be organised, detail-oriented, customer-focused, and comfortable working with Excel, CRM software, and basic ERP systems.
Key Responsibilities
1. Customer Relationship Management
- Handle day-to-day communication with customers through calls, emails and WhatsApp.
- Respond to customer queries and coordinate with relevant internal departments for resolution.
- Maintain accurate and updated customer records in the CRM system.
- Ensure timely follow-up on pending customer requirements and requests.
- Maintain proper records of customer interactions and commitments.
2. Booking & Documentation
- Assist in processing new bookings and customer documentation.
- Verify basic customer documents and coordinate for missing documents.
- Maintain booking forms, KYC documents, agreements and other customer records.
- Coordinate with the Sales, Legal and Documentation teams for execution of agreements and related documents.
- Track the status of documentation and ensure timely completion.
3. Payment & Collection Coordination
- Monitor customer payment schedules and outstanding amounts.
- Coordinate with customers regarding upcoming and overdue payments.
- Share payment reminders and follow up for collections as instructed.
- Update customer payment details in the CRM.
- Coordinate with the Accounts team for payment confirmation and reconciliation.
- Assist in resolving customer ledger/payment-related queries.
4. CRM & Data Management
- Enter and update customer, booking, payment and communication data in the CRM.
- Ensure data accuracy and completeness.
- Generate basic CRM reports as required by management.
- Track pending activities, customer requests and follow-ups.
- Maintain proper documentation and digital records.
5. Coordination with Internal Departments
Coordinate with:
- Sales Team
- Accounts & Finance Team
- Legal Team
- Documentation Team
- Project/Site Team
- Collections Team
Ensure that customer issues and requests are routed to the appropriate department and followed through to closure.
6. MIS & Reporting
- Prepare basic Excel reports relating to bookings, collections, outstanding payments and customer requests.
- Maintain daily/weekly CRM activity reports.
- Track pending customer cases and ageing of unresolved requests.
- Assist the CRM Manager in preparing management reports.
Required Skills
- Good communication and interpersonal skills.
- Basic understanding of real estate sales/customer lifecycle.
- Good working knowledge of MS Excel.
- Working knowledge of CRM software.
- Basic understanding of accounting/payment terminology.
- Good data-entry and documentation skills.
- Ability to follow up consistently and maintain records.
- Strong attention to detail.
- Ability to coordinate with multiple departments.
- Professional and courteous approach towards customers.
Preferred Excel Skills
Candidates should preferably have working knowledge of:
- Sorting & Filtering
- Basic formulas such as SUM, COUNT, IF and SUMIF
- VLOOKUP/XLOOKUP
- Conditional Formatting
- Pivot Tables
- Basic MIS preparation
- Data cleaning and validation
Qualification
Graduate in any discipline, preferably B.Com, BBA, BMS or a related field.
Candidates with 0–2 years of experience in CRM, customer service, real estate, banking, finance or back-office operations may apply.
Key Performance Indicators (KPIs)
- Accuracy of CRM data
- Timely updating of customer records
- Customer query resolution turnaround time
- Follow-up efficiency
- Payment follow-up and collection coordination
- Documentation completion
- Number of pending/unresolved customer cases
- Accuracy and timeliness of MIS reports
Ideal Candidate
We are looking for someone who is organised, proactive and comfortable with follow-ups, with good communication skills and an eye for detail. The candidate should be willing to learn the complete real estate customer lifecycle—from booking and documentation through payments, agreement execution and post-sales service.
How to Apply: Interested candidates may share their updated CV along with current salary, expected salary and notice period on [email protected]
Pay: ₹25,000.00 - ₹35,000.00 per month
Work Location: In person
