Job Description

Role Overview

The CRM Executive is responsible for managing customer relationships after lead generation--ensuring timely follow-ups, accurate data management, smooth coordination between sales, site visits, bookings, and post-sales support. This role is critical for conversions, customer satisfaction, and repeat business.

Key ResponsibilitiesCustomer & Lead Management

Maintain and update all client data in CRM / Google Sheets accurately Track leads from enquiry to closure (new, follow-up, site visit, booking, post-sales) Schedule and manage follow-up calls, meetings, and site visits Ensure no lead is missed or delayed
Sales Coordination

Coordinate between sales team, channel partners, and clients Update CRM after every call, visit, and discussion Share daily lead status reports with management Support sales team with customer history and requirements
Site Visit & Booking Support

Schedule site visits and confirm with clients Record visit feedback and next action points Assist in booking documentation, token amount tracking, and agreement coordination
Post-Sales & Customer Support

Handle customer queries after booking Coordinate with builders, legal teams, and banks (basic support) Track possession timelines, payment schedules, and documentation status Ensure smooth handover and customer satisfaction
Reporting & Documentation

Prepare daily, weekly, and monthly CRM reports Maintain proper documentation (KYC, booking forms, agreements) Monitor conversion ratios and follow-up effectiveness
Required Skills & Qualifications

Graduate (any discipline) Experience in real estate CRM or sales coordination preferred Good communication skills (Hindi & basic English) Strong follow-up and organizational skills Comfortable with Google Sheets / Excel / CRM tools Attention to detail and data accuracy
Key Traits We Look For

Strong ownership mindset Disciplined follow-up habits Customer-first attitude Ability to multitask and prioritize Calm handling of clients and internal teams
Performance Metrics (KPIs)

Lead response time Follow-up completion rate Site visit to booking conversion support Data accuracy in CRM Customer satisfaction and retention
Job Type: Full-time

Pay: ₹12,000.00 - ₹15,000.00 per month

Work Location: In person