CRM Executive

Department: Customer Relationship Management(Front & Back End)

Industry: Real Estate Background Only

Project Name: Kaamya Greens

Location: G.Noida (West)

Experience: 2–5 Years

Reporting To: CRM Manager / Head – CRM

1. Collection & Payment Coordination

• Follow up with customers regarding scheduled payments, outstanding dues, and instalments.
• Maintain accurate records of customer payments, demands, receipts, and outstanding amounts.
• Coordinate with Finance/Accounts teams for payment reconciliation and collection updates.
• Communicate payment schedules and outstanding details to customers professionally.
• Prepare collection reports and follow up on overdue payments.

2. Customer & Public Handling

• Act as the primary point of contact for customer queries related to payments, documentation, possession, and other CRM matters.
• Handle customer visits, meetings, calls, and grievances with professionalism and courtesy.
• Resolve routine customer concerns through effective coordination with internal departments.
• Maintain positive relationships with customers and ensure timely communication.
• Handle walk-in customers and public interactions at the project/site office when required.

3. Documentation & Records

• Maintain customer files, agreements, payment records, receipts, demand letters, and other relevant documents.
• Ensure timely collection and verification of customer documents.
• Coordinate documentation related to allotment, agreement, possession, transfer, NOC, and other customer requirements.
• Maintain updated CRM records and ensure proper filing of physical and digital documents.
• Ensure confidentiality and accuracy of customer information and documentation.

4. Internal Coordination

• Coordinate with Sales, Finance, Legal, Projects, and other departments for customer-related matters.
• Track pending customer requirements and ensure timely closure.
• Assist in preparing MIS reports related to collections, documentation, and customer complaints.
• Escalate unresolved or sensitive customer issues to the CRM Manager/Head.
  

• Strong verbal and written communication skills.
• Good customer handling and interpersonal skills.
• Good knowledge of MS Office and CRM software.
• Strong documentation and record-management skills.
• Ability to handle difficult customer situations calmly and professionally.
• Attention to detail and accuracy in financial and customer records.
• Good knowledge of real-estate customer processes will be preferred.
• Graduate in any discipline.
• 2–5 years of experience in CRM, collections, customer handling, or documentation, preferably in the real-estate industry.
• Candidates with experience in real-estate CRM and customer collections will be preferred.
• Should be comfortable interacting with customers, public, and multiple internal departments.