CRM Executive - (Real Estate) - Belapur

Job Description:

Position Summary:

The CRM Executive is responsible for handling customer documentation and 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 the real estate industry.
• Knowledge of RERA-compliant documentation and procedures.