1. Role Overview
The CRM will be responsible for managing all customer interactions post-booking, ensuring smooth coordination between clients and internal teams (sales, engineering, accounts, legal), and delivering a high-quality customer experience throughout the entire home-buying journey—from booking to possession.
2. Key ResponsibilitiesA. Customer Onboarding & Documentation
- Handle all formalities after booking: KYC, application forms, agreements, and payment schedules.
- Coordinate with the legal team for Agreement to Sale, Sale Deed, and registry-related processes.
- Ensure accurate documentation and maintain customer records in CRM software.
B. Customer Communication & Relationship Building
- Serve as the single point of contact (SPOC) for all customer queries.
- Provide regular project updates, milestone completion reports, and possession timelines.
- Communicate delays, changes, or important notices transparently and professionally.
C. Payment Follow-ups & Financial Coordination
- Share payment schedules and reminders as per construction-linked milestones.
- Coordinate with the accounts team on receipts, invoicing, GST, and NOCs.
- Assist customers with loan processing: bank coordination, disbursement follow-up, and document support.
D. Complaint & Grievance Handling
- Log, track, and resolve customer complaints related to site issues, quality concerns, or service requests.
- Coordinate with engineering, maintenance, and site teams for quick resolution.
- Maintain a zero-pendency approach for customer grievances.
E. Possession & Handover
- Prepare possession letters, welcome kits, and final settlement statements.
- Coordinate for registration, final payments, and unit handover.
- Ensure snagging (pre-possession inspection) is completed and issues are resolved.
F. Post-Possession Support
- Support customers with society formation, utility connections, and maintenance queries.
- Manage loyalty programs, referral schemes, and client engagement activities.
3. Skills & Competencies Required
- Excellent communication and interpersonal skills.
- Strong customer-first mindset and problem-solving ability.
- Familiarity with real estate documentation processes.
- Basic knowledge of MS Office, CRM tools, and email communication.
- Ability to manage pressure and handle multiple clients simultaneously.
- Ethical, transparent, and professional approach at all times.
4. Qualifications & Experience
- Bachelor’s degree (MBA preferred but not mandatory).
- 1–5 years of experience in CRM, sales coordination, or customer service (real estate experience is an advantage).
- Freshers with good communication skills may also be considered (for CRM Executive).
5. Reporting Structure
- Reports to: CRM Manager / Sales Head / Project Director
- Works closely with: Sales, Accounts, Legal, Engineering, Maintenance Teams
6. Key Performance Indicators (KPIs)
- Customer satisfaction score
- Turnaround time for query & complaint resolution
- Payment collection timelines
- Accuracy of documentation
- Possession completion and closure of snag issues
- CRM MIS reporting quality and punctuality
7. Ethical & Professional Expectations
- Maintain strict confidentiality of customer information.
- Ensure all communication is transparent, honest, and aligned with company policies.
- Follow zero-tolerance standards for misinformation or false commitments.
- Uphold the company’s reputation through professionalism and timely action.
Job Type: Full-time
Pay: ₹25,000.00 - ₹35,000.00 per month
Benefits:
- Commuter assistance
- Food provided
- Internet reimbursement
Ability to commute/relocate:
- Danapur, Patna, Bihar: Reliably commute or planning to relocate before starting work (Required)
Application Question(s):
- Have you worked in a real estate firm before?
Education:
Experience:
- Customer relationship management: 5 years (Required)
Work Location: In person