Post-Sales / Customer Relations

Job Description:

Position Overview

The Post-Sales Executive will be responsible for managing all client interactions and documentation from the point of booking through to agreement registration and loan processing. This role ensures a smooth, transparent, and timely experience for clients after they have committed to a purchase, while coordinating closely with finance, legal, and banking partners.

Key Responsibilities

1. Payment Follow-Up & Collection

• Follow up with clients for booking demand money as per the payment schedule
• Generate and share demand notices for the agreement stage
• Generate and issue piling demand notices
• Track pending payments and escalate delays to the sales/finance team

2. Receipts & Financial Documentation

• Receive agreement money from clients and issue money receipts
• Receive piling money from clients and issue money receipts
• Maintain accurate records of all payments received and receipts issued
• Reconcile collections with the accounts/finance department

3. Agreement Management

• Coordinate the drafting and generation of the sale agreement
• Liaise with the legal team to ensure timely agreement registration
• Share a copy of the registered agreement with the client
• Maintain a tracker of agreement status (drafted, registered, delivered) for each client

4. Home Loan Coordination

• Assist clients in compiling and submitting required documents to banks/financial institutions for home loan processing
• Coordinate with bank representatives/DSAs to resolve documentation queries
• Follow up on loan disbursement status and update clients accordingly

5. Client Relationship Management

• Act as the primary point of contact for clients post-booking
• Proactively update clients on payment due dates, agreement status, and loan progress
• Address client queries/concerns promptly and professionally
• Maintain a positive client experience to support referrals and repeat business

6. Reporting & Coordination

• Maintain an updated MIS/tracker of all post-sales activities (demand raised, payments received, agreements registered, loan status)
• Share periodic status reports with management
• Coordinate with sales, legal, and accounts teams to resolve bottlenecks

Key Skills & Competencies

• Strong follow-up and coordination skills
• Good understanding of real estate documentation and agreement processes
• Basic knowledge of home loan procedures and bank documentation requirements
• Excellent communication skills (verbal & written)
• Proficiency in MS Excel/Word and CRM tools
• Attention to detail and strong record-keeping
• Ability to manage multiple client accounts simultaneously

Qualifications

• Graduate in any discipline (preferred: Commerce/Business Administration)
• 1–3 years of experience in real estate post-sales, CRM, or customer service (freshers with strong communication skills may also be considered)
• Familiarity with real estate agreements, RERA norms, and home loan processes preferred