Walk-in || Crm Executive

Key Responsibilities 1. Post-Booking Customer Handling • Collect booking forms and customer details from the Sales Team immediately after the booking. • Conduct welcome calls to customers and send personalized welcome emails. • Assist customers with any queries related to project information, approvals, pricing, and layout details. • Update all customer information and communication details in the ERP/CRM tools accurately. 2. Customer Documentation & Verification • Collect all KYC documents from customers as per company policy. • Verify customer documentation and ensure completeness. • Brief customers on project details and validate their understanding of project specifications. 3. Collections & Financial Coordination • Communicate the companys collection timelines, procedures, and payment schedules. • Ensure customers make the 30% payment within 20 days as per policy. • Share legal books, documents, and relevant financial information with customers. • Coordinate with the Accounts and Finance department for timely payment updates. 4. Legal & Agreement Coordination • Address customer legal queries in coordination with the Legal Team. • Initiate and follow up on the preparation and execution of the Sale Agreement. • Ensure customers understand all terms, conditions, and compliance requirements. 5. Internal Coordination • Work closely with internal teams such as Sales, Legal, Loan Processing, and Registration departments. • Coordinate loan documentation and ensure smooth processing with banks/NBFCs. • Support customers throughout the registration process acting as Point of Contact to the Customers and Registration 6. Site Visit & Project Coordination • Assist during project mega launches and customer site visits. • Provide customers with clear details regarding other charges (maintenance, registration fees and other Charges) • Ensure customers receive accurate and timely project updates. 7. Customer Relationship Management • Act as the first point of contact for customers from booking till registration. • Resolve customer issues promptly and escalate critical matters to the concerned department. • Maintain a high level of customer satisfaction and act as a trusted relationship partner. Skills & Qualifications • Graduation and Post Graduation are Preferred. • 1–3 years of experience in real estate CRM • Strong communication and interpersonal skills. • Proficiency in MS Office and CRM/ERP tools. • Ability to handle customer queries professionally. • Good coordination and follow-up skills. • Knowledge of real estate documentation and legal processes. Key Competencies • Customer-centric approach • Time management • Problem-solving • Attention to detail • Cross-functional coordination Role & responsibilities

Preferred candidate profile