CRM Assistant (Real Estate)
CRM Assistant
Department
Customer Relationship Management (CRM)
Industry
Real Estate
Reporting To
CRM Head
Job Summary
The CRM Assistant is responsible for supporting customer relationship management activities, ensuring smooth communication with customers, maintaining customer records, coordinating documentation, and assisting in post-sales processes. The role focuses on enhancing customer satisfaction and ensuring timely resolution of customer queries.
Key Responsibilities
- Maintain and update customer databases and CRM software with accurate information.
- Assist in managing customer interactions throughout the customer lifecycle.
- Coordinate with customers regarding bookings, payments, documentation, and possession-related activities.
- Handle customer inquiries, requests, and complaints, ensuring timely resolution.
- Follow up with customers for pending documents, payments, and required formalities.
- Prepare and maintain customer records, agreements, and correspondence.
- Coordinate with Sales, Accounts, Legal, Projects, and other departments for customer-related matters.
- Assist in generating customer reports, MIS reports, and CRM dashboards.
- Support customer engagement initiatives and customer satisfaction surveys.
- Schedule customer meetings, site visits, and possession handovers.
- Ensure compliance with company policies and customer service standards.
- Maintain confidentiality of customer information and company data.
Required Qualifications
- Bachelor's degree in Business Administration, Commerce, Management, or a related field.
- 1–3 years of experience in CRM, customer service, sales coordination, or real estate customer relations.
- Experience in the real estate industry will be preferred.
Required Skills
- Excellent communication and interpersonal skills.
- Strong customer service orientation.
- Proficiency in MS Office (Excel, Word, PowerPoint).
- Knowledge of CRM software and customer database management.
- Good coordination and follow-up skills.
- Attention to detail and documentation management.
- Ability to handle customer complaints professionally.
- Strong organizational and multitasking abilities.
Key Competencies
- Customer Relationship Management
- Customer Service Excellence
- Documentation Management
- Follow-up & Coordination
- Problem Solving
- Data Management
- Communication Skills
- Time Management
Preferred Candidate Profile
- Experience in residential or commercial real estate projects.
- Ability to manage multiple customer interactions efficiently.
- Customer-centric approach with strong relationship-building skills.
- Ability to work under deadlines and maintain high service standards.
Experience: 1–4 Years
Location: Head Office
Employment Type: Full-Time
Industry Preference: Real Estate
Pay: ₹20,000.00 - ₹35,000.00 per month
Work Location: In person
