We are looking for a Junior CRM Executive who can effectively manage relationships between customers, bankers, the sales team, accounts team, and management throughout the post-sales process.
The ideal candidate should have excellent communication skills, a polite and professional approach, and the ability to handle customer queries and concerns patiently. The role requires regular follow-ups with customers and banks to ensure smooth documentation, loan processing, and timely disbursements.
Key Responsibilities
- Manage customer relationships from booking through documentation, payment follow-ups, bank loan processing and disbursement.
- Act as a key communication point between customers and management.
- Coordinate with customers regarding payment schedules, documentation, agreements and other post-sales requirements.
- Coordinate with banks and bankers for home loan documentation, approvals, sanction processes and timely disbursements.
- Regularly follow up on pending customer payments and bank disbursements.
- Maintain accurate records of customer payments, outstanding amounts, loan status and disbursement status.
- Handle customer queries, concerns and complaints with a calm, polite and solution-oriented approach.
- Maintain healthy and professional long-term relationships with customers.
- Communicate management decisions and project-related information to customers clearly and professionally.
- Coordinate internally with Sales, Accounts, Legal, Projects and Management whenever required to resolve customer issues.
- Escalate important customer concerns to management and ensure proper follow-up until resolution.
- Maintain customer interaction records and regularly update the CRM system/database.
- Prepare customer status, collection and disbursement reports for management.
- Ensure that customers receive a professional and positive experience throughout their association with the company.
Candidate Requirements
- Graduate in any discipline.
- 0–2 years of experience in CRM, customer relations, banking coordination, sales coordination or a similar role.
- Real estate experience will be an added advantage.
- Good verbal and written communication skills.
- Comfortable communicating with customers over phone, WhatsApp, email and in person.
- Should have a soft-spoken, patient and professional personality.
- Good follow-up and coordination skills.
- Basic knowledge of home loans, bank disbursements and customer payment processes is preferred.
- Working knowledge of MS Excel and CRM software.
- Ability to handle difficult customer situations professionally without affecting the customer relationship.
What We Are Looking For
We are looking for someone who understands that CRM is not just about following up for payments. The person should be able to build trust between the customer and the company, communicate professionally, coordinate effectively with bankers and internal teams, and ensure that customer concerns are handled with care and resolved in a timely manner.
Pay: ₹20,000.00 - ₹35,000.00 per month
Benefits:
- Cell phone reimbursement
- Provident Fund
Work Location: In person
