Job Summary
We are seeking a customer-focused and detail-oriented CRM Executive to manage the post-sales customer journey in the real estate sector. The ideal candidate will ensure a seamless experience for homebuyers from booking to possession by coordinating with internal departments, addressing customer queries, managing documentation, and maintaining strong customer relationships throughout the lifecycle.
Key Responsibilities
Serve as the primary point of contact for customers after the booking stage.
Manage the complete post-sales process, including booking documentation, agreement execution, payment follow-ups, and possession coordination.
Coordinate with Sales, Finance, Legal, Projects, and Accounts teams to ensure timely completion of customer deliverables.
Track customer payment schedules and follow up for due installments in coordination with the Finance team.
Assist customers with documentation related to home loans, agreement registration, allotment letters, NOCs, demand letters, and other statutory requirements.
Address and resolve customer queries, concerns, and complaints within defined turnaround times.
Maintain accurate customer records and update all interactions in the CRM system.
Ensure timely communication regarding project milestones, construction updates, payment demands, registration schedules, and possession timelines.
Coordinate property inspections, snagging activities, handover formalities, and possession documentation.
Maintain service quality standards and ensure high levels of customer satisfaction.
Generate MIS reports related to customer interactions, collections, escalations, and service requests.
Support customer engagement initiatives, referral programs, and feedback collection activities.
Ensure compliance with RERA guidelines and company policies throughout the customer lifecycle.
Required Qualifications
Bachelor's degree in Business Administration, Commerce, Management, or a related field.
MBA or equivalent qualification is preferred.
4–6 years of experience in CRM or customer service within the real estate industry.
Experience handling post-sales customer lifecycle for residential or commercial projects.
Required Skills
Strong customer relationship and communication skills.
Excellent verbal and written communication.
Good knowledge of real estate post-sales processes.
Familiarity with RERA regulations and documentation.
Proficiency in CRM software and Microsoft Office (Excel, Word, PowerPoint).
Strong coordination and stakeholder management abilities.
Problem-solving and conflict-resolution skills.
Ability to manage multiple customers and deadlines simultaneously.
High attention to detail and documentation accuracy.
Professional, empathetic, and customer-centric approach.
Key Performance Indicators (KPIs)
Customer Satisfaction (CSAT) Score
Customer Query Resolution Turnaround Time (TAT)
Agreement Execution Timeliness
Collection Follow-up Effectiveness
Possession Handover Timeliness
Escalation Resolution Rate
CRM Data Accuracy
Customer Retention and Referral Support