Role Summary
The CRM will support the post-sales and customer relationship functions for the Valsad project while working from the Mumbai office. The role involves managing customer interactions, documentation, payments follow-up, and ensuring a smooth customer experience throughout the home-buying journey.
Key Responsibilities1. Customer Interaction & Support
- Handle daily customer queries via phone, email, and in-person meetings.
- Provide accurate information regarding project updates, timelines, and documentation.
- Assist in resolving customer issues and escalate when needed.
2. Documentation Management
- Coordinate and maintain customer documents: KYC, agreements, addendums, NOCs, and possession files.
- Schedule and manage agreement registration appointments with customers and legal teams.
- Ensure all documents are filed, stored, and updated in CRM systems.
3. Payment Follow-up & Coordination
- Share demand letters, payment reminders, and invoice details with customers.
- Follow up for payments as per the construction-linked plan.
- Coordinate with the finance team for receipt updates and outstanding reports.
4. CRM System & Reporting
- Update customer records, interactions, and documents in the CRM portal.
- Prepare weekly MIS reports on customer status, payments, and pending tasks.
- Maintain accurate and organized customer databases.
5. Coordination with Internal Teams
- Work closely with Sales, Technical, Legal, and Finance teams for customer requirements.
- Share customer feedback with respective departments for improvement.
- Coordinate for site visits, construction updates, and possession-related tasks.
6. Possession & After-Sales Support
- Assist in possession scheduling, documentation, and handover formalities.
- Log customer service requests and coordinate resolution with the technical team.
Qualifications
- Graduate in any discipline (BBA/B.Com preferred).
- 1–4 years of experience in CRM/Post-sales role in Real Estate preferred.
- Good communication and interpersonal skills.
- Basic understanding of real estate documentation and payment cycles.
- Proficiency in MS Office
Key Skills
- Customer Service
- Communication & Coordination
- Documentation Handling
- Payment Follow-up
- CRM Data Management
- Problem-Solving
- Time Management
Job Types: Full-time, Permanent
Pay: ₹25,000.00 - ₹40,000.00 per month
Benefits:
- Health insurance
- Provident Fund
Work Location: In person