Job Description: Executive – CRM (Real Estate)
Department: Customer Relationship Management (Back-Office/ERP)
Reports To: CRM Manager / Head – CRM
Location: Ludhiana, Punjab (or as applicable)
Experience Required: 1–4 years in Real Estate CRM / Backend Operations
Role Summary
We are looking for a detail-oriented CRM Executive to manage backend customer relationship operations for real estate projects — covering documentation, ERP data management, payment reconciliation, and post-sales customer support. The ideal candidate ensures smooth coordination between Sales, Accounts, and Legal teams while maintaining accurate customer records throughout the buyer lifecycle.
Key Responsibilities
- Maintain and update customer records in the ERP system for accurate data management and MIS reporting
- Prepare and issue allotment letters, agreements, and other sale-related documentation
- Generate and track payment demands, reminders, and customer follow-ups
- Perform bank reconciliations and ensure accurate collection punching in the system
- Process loan disbursement documentation (TPT, PTM, and related bank formalities)
- Execute transfer and mutation requests for customer units
- Prepare and manage possession-related documentation and coordination
- Provide post-possession support to enhance client satisfaction
- Coordinate effectively between Sales, Accounts, and Legal teams
- Ensure compliance with internal documentation standards and timelines
Required Skills & Qualifications
- Bachelor's degree (BA or equivalent); diploma in Financial Accounting (Tally) preferred
- 1–4 years of experience in real estate CRM, backend ERP operations, or a similar administrative role
- Proficiency in MS Office (Excel, Word, PowerPoint)
- Hands-on experience with ERP/CRM software systems
- Strong understanding of documentation processes: agreements, allotment letters, TPT/PTM, transfers & mutations
- Experience with payment tracking, reconciliation, and MIS reporting
- Good communication skills in Hindi, English, and Punjabi
- Strong attention to detail and organizational skills
Preferred Attributes
- Prior experience in a real estate developer organization
- Familiarity with post-possession customer support processes
- Ability to multitask across documentation, finance coordination, and customer service
apply at [email protected]
Job Type: Full-time
Pay: ₹20,000.00 - ₹30,000.00 per month
Education:
Experience:
- Purchasing: 2 years (Preferred)
Work Location: In person
