The CRM will support the post-sales and customer relationship functions for the Valsad project while working from the Mumbai office. The role involves managing customer interactions, documentation, payments follow-up, and ensuring a smooth customer experience throughout the home-buying journey.
Key Responsibilities1. Customer Interaction & Support
Handle daily customer queries via phone, email, and in-person meetings.
Provide accurate information regarding project updates, timelines, and documentation.
Assist in resolving customer issues and escalate when needed.
2. Documentation Management
Coordinate and maintain customer documents: KYC, agreements, addendums, NOCs, and possession files.
Schedule and manage agreement registration appointments with customers and legal teams.
Ensure all documents are filed, stored, and updated in CRM systems.
3. Payment Follow-up & Coordination
Share demand letters, payment reminders, and invoice details with customers.
Follow up for payments as per the construction-linked plan.
Coordinate with the finance team for receipt updates and outstanding reports.
4. CRM System & Reporting
Update customer records, interactions, and documents in the CRM portal.
Prepare weekly MIS reports on customer status, payments, and pending tasks.
Maintain accurate and organized customer databases.
5. Coordination with Internal Teams
Work closely with Sales, Technical, Legal, and Finance teams for customer requirements.
Share customer feedback with respective departments for improvement.
Coordinate for site visits, construction updates, and possession-related tasks.
6. Possession & After-Sales Support
Assist in possession scheduling, documentation, and handover formalities.
Log customer service requests and coordinate resolution with the technical team.
Qualifications
Graduate in any discipline (BBA/B.Com preferred).
1-4 years of experience in CRM/Post-sales role in Real Estate preferred.
Good communication and interpersonal skills.
Basic understanding of real estate documentation and payment cycles.
Proficiency in MS Office
Key Skills
Customer Service
Communication & Coordination
Documentation Handling
Payment Follow-up
CRM Data Management
Problem-Solving
Time Management
Job Types: Full-time, Permanent
Pay: ?25,000.00 - ?40,000.00 per month
Benefits:
Health insurance
Provident Fund
Work Location: In person
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