CRM EXECUTIVE (Front & Back End)

Department: Customer Relationship Management (CRM)
Industry: Real Estate
Project Name: Kaamya Greens
Location: G.Noida (West)
Experience: 2–5 Years
Reporting To: CRM Manager / Head – CRM
Salary: 6 - 8 LPA
Role Overview
We are looking for a proactive and customer-focused CRM Executive responsible for managing customer collections, documentation, and day-to-day customer interactions. The role requires strong coordination skills, professional communication, attention to detail, and the ability to handle customer queries and concerns effectively.
Key Responsibilities
1. Collection & Payment Coordination
Follow up with customers regarding scheduled payments, outstanding dues, and instalments.
Maintain accurate records of customer payments, demands, receipts, and outstanding amounts.
Coordinate with Finance/Accounts teams for payment reconciliation and collection updates.
Communicate payment schedules and outstanding details to customers professionally.
Prepare collection reports and follow up on overdue payments.
2. Customer & Public Handling
Act as the primary point of contact for customer queries related to payments, documentation, possession, and other CRM matters.
Handle customer visits, meetings, calls, and grievances with professionalism and courtesy.
Resolve routine customer concerns through effective coordination with internal departments.
Maintain positive relationships with customers and ensure timely communication.
Handle walk-in customers and public interactions at the project/site office when required.
3. Documentation & Records
Maintain customer files, agreements, payment records, receipts, demand letters, and other relevant documents.
Ensure timely collection and verification of customer documents.
Coordinate documentation related to allotment, agreement, possession, transfer, NOC, and other customer requirements.
Maintain updated CRM records and ensure proper filing of physical and digital documents.
Ensure confidentiality and accuracy of customer information and documentation.
4. Internal Coordination
Coordinate with Sales, Finance, Legal, Projects, and other departments for customer-related matters.
Track pending customer requirements and ensure timely closure.
Assist in preparing MIS reports related to collections, documentation, and customer complaints.
Escalate unresolved or sensitive customer issues to the CRM Manager/Head.
Required Skills
Strong verbal and written communication skills.
Good customer handling and interpersonal skills.
Strong follow-up and coordination abilities.
Good knowledge of MS Office and CRM software.
Strong documentation and record-management skills.
Ability to handle difficult customer situations calmly and professionally.
Attention to detail and accuracy in financial and customer records.
Good knowledge of real-estate customer processes will be preferred.
Preferred Profile
Graduate in any discipline.
2–5 years of experience in CRM, collections, customer handling, or documentation, preferably in the real-estate industry.
Candidates with experience in real-estate CRM and customer collections will be preferred.
Should be comfortable interacting with customers, public, and multiple internal departments.
Key Performance Areas (KPIs)
Timely collection follow-ups and payment realization.
Accuracy and completeness of customer documentation.
Timely resolution of customer queries and complaints.
Proper maintenance of CRM/customer records.
Timely coordination with Finance, Legal, Sales, and Projects.
Customer satisfaction and professional handling of customer interactions.

Work arrangement
No