Walk-in || CRM/ Post Sales

Company: RAMS Real Estates
Department: Sales & Marketing
Designation: CRM Executive
Salary: 30,000 35,000 per month + Incentives
Experience: 2–4 years in Real Estate / CRM / Pre-Sales / Inside Sales
Location: Chennai
Reporting To: CRM Manager / Sales Manager

Job Summary

RAMS Real Estates is looking for a CRM Executive to manage and nurture customer leads throughout the sales journey. The role involves maintaining CRM data, ensuring timely follow-ups, coordinating site visits, monitoring lead movement, supporting the sales team, and improving customer conversion and experience.

The candidate should be highly organized, target-oriented, and capable of independently managing a large volume of customer enquiries and follow-ups.

Key Responsibilities

1. Customer & Lead Management

• Manage leads received through digital campaigns, property portals, referrals, walk-ins, and other channels.
• Contact new leads promptly and understand customer requirements.
• Qualify prospects based on budget, location, property preference, purchase timeline, and intent.
• Categorize leads into hot, warm, cold, and inactive prospects.
• Maintain systematic follow-ups until conversion or closure.

2. CRM Management

• Ensure 100% accurate and timely updating of customer information in the CRM.
• Maintain complete records of calls, enquiries, follow-ups, site visits, and customer interactions.
• Monitor pending follow-ups and ensure leads are not missed.
• Track lead movement through different stages of the sales funnel.
• Identify data gaps, duplicate leads, inactive leads, and incorrect entries.

3. Site Visit & Sales Coordination

• Coordinate and schedule site visits with prospective customers.
• Confirm appointments and ensure customers receive the required project details and location information.
• Coordinate with Sales Executives regarding scheduled site visits.
• Track site-visit outcomes and ensure timely post-visit follow-ups.
• Escalate high-potential customers to the Sales Manager / Sales Team.

4. Customer Follow-up & Nurturing

• Develop systematic follow-up plans for prospective customers.
• Maintain regular communication through calls, WhatsApp, SMS, and email where appropriate.
• Re-engage old and dormant leads.
• Understand customer objections and coordinate with the sales team to address them.
• Maintain professional customer relationships throughout the sales process.

5. Sales Funnel Monitoring

• Monitor lead qualified lead site visit negotiation booking movement.
• Identify bottlenecks and follow-up gaps in the sales pipeline.
• Highlight high-value and high-intent prospects to management.
• Support the sales team in improving lead and site-visit conversion.

6. MIS & Reporting

• Prepare daily, weekly, and monthly CRM reports.
• Track lead sources, follow-up status, site visits, conversions, and pending leads.
• Provide management with accurate pipeline and customer-status updates.
• Analyze basic lead data to identify trends and areas for improvement.