Crm Executive

Job Description CRM Executive | Real Estate

Position: CRM Executive
Industry: Real Estate / Property Development
Reporting To: CRM Manager / Head CRM
Location: Bangalore
Experience: 14 years in Real Estate CRM / Customer Service / Sales Coordination

Job Summary

We are looking for a customer-focused and detail-oriented CRM Executive to manage customer relationships throughout the property-buying journey, from booking and documentation to possession and post-sales support.

The candidate will be responsible for maintaining accurate customer records, coordinating with internal departments, addressing customer queries, ensuring timely communication, and providing an excellent customer experience.

Key Responsibilities

• Manage customer relationships after booking and ensure a smooth post-sales experience.
• Act as the primary point of contact for customers regarding booking, documentation, payment, construction updates, possession, and other queries.
• Maintain and regularly update customer information in the CRM/ERP system.
• Coordinate with Sales, Accounts, Legal, Projects, Construction, and other departments to resolve customer requirements.
• Follow up with customers for pending documents, payments, agreements, registration, and other formalities.
• Share payment schedules, receipts, demand letters, project updates, and relevant documentation with customers.
• Handle customer complaints and queries professionally and ensure timely resolution.
• Track customer requests and complaints and maintain proper records until closure.
• Coordinate property visits, agreement execution, registration, possession, and handover activities.
• Prepare and maintain MIS reports related to bookings, collections, documentation, customer complaints, and possession.
• Ensure timely communication of project milestones and important updates to customers.
• Conduct regular follow-ups with customers to improve satisfaction and engagement.
• Support the CRM Manager in customer events, meetings, possession ceremonies, and other customer engagement activities.
• Ensure compliance with company policies and defined CRM processes.
• Maintain confidentiality and accuracy of customer and financial information.

Required Skills & Competencies

• Excellent verbal and written communication skills.
• Strong customer service and relationship-management skills.
• Good follow-up and coordination abilities.
• Strong interpersonal and problem-solving skills.
• Good knowledge of MS Excel, MS Office, email, and CRM/ERP software.
• Ability to handle multiple customers and tasks simultaneously.
• Strong attention to detail and documentation skills.
• Ability to work with cross-functional teams.
• Professional, patient, and customer-oriented approach.

Preferred Qualifications

• Graduate in any discipline; MBA/PGDM in Marketing or related field is an advantage.
• 1–4 years of experience in real estate CRM, customer service, sales coordination, or a similar role.
• Experience with real-estate CRM/ERP platforms will be preferred.
• Candidates with experience in residential/commercial real-estate projects will have an advantage.

What We Offer

• Competitive salary based on experience and skills.
• Opportunity to work with a growing real-estate organization.
• Exposure to end-to-end real-estate customer relationship management.
• Career growth and learning opportunities.
• Performance-based incentives, wherever applicable.