CRM Executive/Sr. Executive

Current Openings: CRM Executive/Sr. Executive

Vacancy – 1 

Experience – 2-3 years into CRM real estate only (must have good communication skills Written & Verbal)

Education – Any graduate/postgraduate

Salary package – 20k-30k CTC

Job Location – Thane


Key Responsibilities:


Act as a single point of contact (SPOC) between organization and the customer, Interacting with the

clients and channel partners on a regular basis & resolving their queries, complaints & handling all

client relations, handling customer queries for better customer satisfaction.


Job Description:


Communicate with the customer through welcome email on every new booking with a scan copy of provisional receipt and review form within 1 day of booking.

Communicate clearly the process of registration and the legal attributes to the property as explained by legal team to customer.

Address and resolve customer service inquiries, requests and complaints.

Send payment reminder to customers on attaining due date of the payment.

Timely generate demand letter as per payment plan discussed and submitted to customer.

Coordinate with various departments internally i.e. sales/ marketing/projects/ accounts/ architects/ legal and Update customer with accurate and relevant information time to time.

Constantly be in touch with customers by greeting them on special occasions, updating about progress of their concerns and informing them about event/exhibitions/ future projects of the organization.

Periodically updating the customer about progress of project as per the approved communication plan developed by HOD.

Introduce Loyalty Program and referral program to customers.

Ensure customer has done all necessary payment before registration of flat.

Ensure all post booking collections as per payment plan from customer.

Send daily collection report in the given format by HOD.

Send short summary on what’s app daily for quick reference.

Provide assistance to assigned set of customers. i.e. for registration & agreement process to Final Possession.

Coordinate for registration purpose between registrar office and customer.

Ensure acknowledgement of customer complaints within 24 hours and closure or escalation of the same within 72 hours.

Generate more prospective leads from existing customers.

Ensure Customer Satisfaction Survey form is filled at the end of each phase an\d database is maintained in the department.

Verify bills raised by agents and forward to DH for approval and deliver cheques for payments released to agent.

Proper entry of payment cheques into ERP and communicate the same to concern department.

Facilitate and support customer with bank loan options and documents required. Coordination with bank officers for loan disbursements.

Before registration, ensure customer has paid all legal dues & completed required documentation and handover the copy of challan to customer.

Verify all the details of sales, agreements, terms & conditions before communicating any demands with the customer.

Capture agent’s service performance from customer’s perspective and record in ERP.

Collection of all relevant details documents in case of any cancellation. Ensure any changes in name or ownership is updated in ERP as well as informed to accounts and other relevant depts and necessary documents are collected from customer and submitted relevant authorities.

Responsible for all documentation work across all the projects.

Inspect the completed property ready for possession and submit observation checklist and areas of rectification to project in charge.

Arrange customer inspection for ready property and customer’s observations are documented.

Resolve the concerns raised by customer in stipulated time frame.

Assist customer in final handover of property and handover possession kit to customer.

Ensure possession for all the project (preparing snag list as per customer, follow up with engineering team for completion date of each flat and handing over flat to clients as per given deadline)

Accurate and timely updating of ERP at all stages as mentioned in SOP.

Adherence to Sales & Marketing process defined in SOP.