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Job Description – Customer Relationship Manager (CRM)

Company: Keerthi Infinite Pvt Ltd
Location: [Insert Location]
Employment Type: Full-time
Department: Customer Relationship Management (CRM)
Experience: 1 – 5 Years (Real Estate Preferred)

Role Overview

Keerthi Infinite Pvt Ltd is seeking a proactive and detail-oriented Customer Relationship Manager (CRM) to manage client relationships, coordinate financial and legal processes, ensure payment compliance, and facilitate smooth property registration. The role acts as the key communication bridge between clients and internal departments.

Key Roles & Responsibilities

Client Relationship Management

• Share Welcome / Invitation Communication with clients
• Act as the Single Point of Contact (SPOC) for assigned clients
• Maintain consistent and professional client communication
• Address client queries and coordination requirements

Financial Assistance Coordination

• Contact clients to assess requirement for Financial Assistance

If financial assistance is required:

• Assist clients in obtaining loans
• Coordinate with Banks / Financial Institutions
• Track loan processing progress

Bank & Legal Coordination

• Coordinate with Banks for loan processing
• Provide Legal Clearance & Documentation Checklist
• Support completion of legal verification requirements
• Ensure documentation accuracy

Payment Compliance & Handling

• Ensure client completes 25% payment within 15 days for Sale Agreement
• Conduct timely follow-ups on pending payments
• Collect payments as per approved structure
• Submit payment details to Accounts Team
• Maintain accurate payment records

Registration Coordination

After Sale Agreement:

• Coordinate registration within 25–30 days
• Liaise with Advocate / Legal Authorities
• Guide clients through registration procedures
• Ensure completion of registration formalities

Compliance & Control Responsibilities

CRM must strictly adhere to:

✅ No Marketing without Legal Clearance
✅ No Pricing without Management Approval
✅ No Commitments outside Approved Terms
✅ All Payments routed via CRM → Accounts
✅ All Client Records Properly Documented

Required Skills

• Strong client communication & interpersonal skills
• Excellent follow-up & coordination abilities
• Understanding of real estate transaction lifecycle
• Knowledge of loan / banking coordination processes
• Good documentation & compliance discipline
• Payment tracking & reporting accuracy
• Problem-solving & customer-handling skills

Preferred Qualifications

• Any Graduate / MBA / Relevant Qualification
• Experience in Real Estate CRM preferred
• Familiarity with Legal & Banking processes is an advantage

Ideal Candidate Profile

✔ Customer-focused
✔ Detail-oriented & process-driven
✔ Strong coordination skills
✔ Compliance-conscious
✔ Professional & solution-focused

If you’d like, I can next help you with:

✅ Interview Questions for CRM
✅ CRM KPI / Performance Metrics
✅ CRM Daily Reporting Format
✅ Payment Tracking Sheet
✅ Loan Coordination Tracker

• इस फुल टाइम ग्राहक सहायता / टेलीकॉलर Job में 1 - 3 वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।