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CRM Executive

Negotiable
Experience: 2 year

Job Description

This role is pivotal in managing the end-to-end customer lifecycle within the real estate domain, focusing on revenue collection, customer service, and seamless cross-functional coordination. The position involves daily updating of collections in Google Sheets, handling disbursement follow-ups, cancellations, refunds, and resolving customer queries through calls and meetings. Key responsibilities also include sending demands and receipts via email and WhatsApp, following up on suspense entries, and managing TDS entries and refund sheets. The role ensures smooth coordination with accounts, legal, sales, construction, maintenance, and MIS teams to facilitate project updates, document processing, and issue resolution. Additionally, the executive oversees the possession process—from maintenance handover to obtaining signatures—conducts quarterly site visits for construction updates, and assists with agreement creation and registration for existing customers.

• Generating collection and revenue on a daily basis.
• Updating daily collections and related data in Google Sheets.
• Handling disbursement follow-ups, cancellations, and refunds.
• Resolving customer queries via calls, meetings, and email replies.
• Sending demand letters, receipts, and updates via email and WhatsApp.
• Following up on suspense entries and updating TDS and refund records.
• Coordinating with accounts, legal, sales, construction, maintenance, and MIS teams.
• Managing the possession process from maintenance handover to documentation.
• Conducting site visits for construction updates on a quarterly basis.
• Assisting with agreement making, registration follow-up, and ROC preparation.
• Sending welcome emails, calls, and messages to new clients within two days.
• Updating ERP payments/demands and Google Sheets for GST, parking, and white goods.

Skill Requirement

The ideal candidate should possess 2–3 years of relevant experience in real estate, finance, or customer service, with strong organisational and communication skills. Proficiency in using Google Sheets, ERP systems, and handling customer interactions via email, WhatsApp, and calls is essential. The role demands the ability to coordinate effectively with multiple teams, manage documentation, follow up systematically, and ensure timely updates to customers and stakeholders. Attention to detail, problem-solving ability, and a customer-centric approach are crucial for success in this position.

• 2–3 years of experience in real estate, finance, or customer service roles.
• Strong verbal and written communication skills in English and local languages.
• Proficiency in Google Sheets, ERP software, and basic MS Office tools.
• Ability to handle customer queries and provide timely resolutions.
• Experience in coordination with cross-functional teams like accounts, legal, sales, and construction.
• Organisational skills with attention to detail in documentation and data updation.
• Knowledge of TDS, refund processes, and possession-related documentation.
• Customer-focused approach with proactive follow-up ability.
• Willingness to conduct site visits and work in a dynamic environment.
• Ability to manage multiple tasks and prioritise effectively.

Category: Private Sector

Job Types: Full-time

Pay: Negotiable

Experience: 2 year

City: Maharashtra, Thane

Address: Thane, Maharashtra

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