Job Description

Job Summary:

We are looking for a detail-oriented and proactive

CRM Executive

with solid experience in the real estate sector. The candidate will be responsible for managing end-to-end customer relationships, ensuring timely communication, managing bookings, coordinating with internal teams, and maintaining accurate records on CRM software Farvision.

Key Responsibilities:CRM & Documentation Management

Manage real estate customer bookings, allotments, and BBA agreements in CRM tools like 4QT. Ensure accurate documentation, filing, and scanning of customer agreements and receipts. Handle queries related to bookings, GST, charges, receipts, and support ticketing with CRM vendors.

Payment & Demand Coordination

Generate and dispatch demand letters and reminders for payments. Coordinate with banks for loan disbursement documentation and customer account setup. Maintain and follow up on collections, dues, and customer ledgers daily.

Broker Management

Onboard and map brokers to respective bookings. Verify broker invoices, update payments in CRM, and coordinate with accounts to match data with Tally.

Pre-Sales & Lead Handling

Manage lead data through CRM including assignments, updates, and source tracking. Collaborate with sales and marketing teams for API integration, campaign tracking, and troubleshooting backend errors.

Reporting & Analysis

Generate monthly reports (ROI, source-wise, employee-wise, etc.). Analyze trends in customer interactions, bookings, and collections for performance improvement.

Required Skills:

Strong knowledge of real estate CRM platforms: 4QT, For Vision, Vexil, Godaddy. Proficient in MS Office (especially Excel). Excellent communication and interpersonal skills. Analytical mindset with the ability to handle multiple tasks.

Preferred Candidate Profile:

Experience in real estate CRM operations. Knowledge of loan disbursement, BR management, and pre-sales processes. Strong problem-solving ability and a customer-first attitude.
Job Type: Full-time

Pay: ?35,000.00 - ?45,000.00 per month

Benefits:

Health insurance
Schedule:

Day shift
Work Location: In person