Customer Relationship Management Specialist

Job Title: CRM – Real Estate (Channel Partner)
Experience Required:
2–6 years (Real Estate / Channel Partner experience preferred)
Role Overview
The CRM Executive will be responsible for managing the complete post-sales customer life cycle, ensuring seamless coordination between clients, developers, and internal sales teams. The role focuses on delivering excellent customer service, maintaining accurate records, and ensuring timely closure of transactions.
Key Responsibilities
1. Post-Sales Coordination
• Handle end-to-end post-booking processes for residential/commercial properties
• Coordinate with developers for booking confirmation, documentation, and payment schedules
• Ensure timely collection of payments as per construction-linked plans
2. Customer Relationship Management
• Act as the primary point of contact for customers after deal closure
• Address customer queries, concerns, and escalations efficiently
• Maintain strong relationships to enhance referrals and repeat business
3. Documentation & Compliance
• verify booking forms, KYC documents, and agreements
• Ensure proper documentation submission to developers
• Track agreement execution, allotment letters, and possession updates
4. CRM System Management
• Maintain and update CRM software with accurate client data
• Track leads converted, inventory sold, and payment milestones
• Generate reports on sales closures, collections, and pending cases
5. Coordination with Internal Teams
• Work closely with sales, finance, and sourcing teams
• Aligning with channel partners and developers for deal closures
• Support sales team with documentation and client follow-ups
6. Collections & Payment Tracking
• Follow up with clients for due payments
• Maintain records of outstanding amounts and payment status
• Coordinate with finance teams for reconciliation

Work arrangement
No