CRM Executive (Real Estate) – Job Description

Position Summary:
The CRM Executive is responsible for handling customer documentation, payment coordination, and maintaining accurate records in the CRM and MIS systems. This role ensures smooth communication between customers, sales teams, and management regarding bookings, agreements, and payments.

Key Responsibilities

1. Documentation & Agreements

• Prepare, review, and manage customer agreements and booking forms.

• Ensure all documents are complete, accurate, and properly filed.

• Coordinate with legal/administration teams for agreement execution.

2. Payment Coordination & Follow-Up

• Follow up with customers for due, pending, or delayed payments.

• Issue demand letters/demand drafts as per the payment schedule.

• Generate payment receipts and update the system once payments are received.

• Track all customer payments and ensure timelines are followed.

3. CRM & MIS Management

• Update customer information, booking details, payment status, and documents in the CRM.

• Maintain accurate MIS reports for management review.

• Prepare daily/weekly/monthly reports on collections, pending payments, and documentation status.

4. Customer Communication

• Coordinate with customers regarding pending payments, documentation, agreement signing, and project updates.

• Respond to customer queries related to payments, agreements, and schedules.

• Escalate issues or payment delays to the manager when necessary.

5. Coordination With Internal Teams

• Work closely with the sales, accounts, and legal teams to ensure smooth completion of customer onboarding processes.

• Inform the manager about critical pending payments, delays, or customer concerns.

Required Skills & Qualifications

• Graduate in any discipline (preferred: Commerce, Business Administration).

• 1–3 years of experience in CRM, customer service, or real estate documentation.

• Strong knowledge of real estate payment schedules and documentation processes.

• Proficient in MS Office, CRM software, and basic accounting concepts.

• Excellent communication and follow-up skills.

• Attention to detail and ability to manage multiple files simultaneously.

Preferred Skills

• Experience in real estate industry.

• Knowledge of RERA-compliant documentation and procedures.

• It is a Full Time Back Office / Data Entry job for candidates with 6 months - 2 years of experience.

More about this Backend Executive job

1. What is the eligibility criteria to apply for this Backend Executive job?
   Ans: The candidate should be Graduate and above and above with 6 months - 2 years of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹30000 per month that depends on your interview. It's a Full Time job in Mumbai.
3. How many working days are there for this Backend Executive job?
   Ans: This Backend Executive job will have 6 working days.
4. Are there any charges applicable while applying or joining this Backend Executive job?
   Ans: No, there is no fee applicable for applying this Backend Executive job and during the employment with the company, i.e., Tpv Vishwakarma Venture Llp.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Backend Executive role?
   Ans: There is an immediate opening of 1 Backend Executive at Tpv Vishwakarma Venture Llp
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Back Office / Data Entry job.
8. What are the timings of this Backend Executive job?
   Ans: This Backend Executive job has 10:00 AM - 07:00 PM timing.