Immediate hiring of CRM - Head / Lead - Real Estate

Role & responsibilities

• Acted as the Single Point of Contact (SPOC) for all customer queries related to the property transaction, from the initial welcome call to final possession.
  
• Managed the entire post-sale process in coordination with the CRM team, ensuring all activities were completed within defined TATs and deadlines.
  
• Facilitated welcome communication to clients, explaining project details, confirming cost sheets, payment plans, and registration timelines.
  
• Responsible for issuing essential documentation including Allotment Letters, Demand & Collection Letters, Possession Letters, and other client-specific communications.
  
• Ensured prompt resolution of customer queries, conducted regular follow-ups, and monitored payment collections diligently.
  
• Oversaw the timely dispatch of documents such as receipts and agreements.
  
• Liaised with internal departments such as Legal, Accounts, and Execution Teams to ensure a smooth and efficient post-sales process.
  
• Coordinated with banks for loan documentation, disbursement, APF approvals, and issuance of No Objection Certificates (NOCs).
  
• Assisted clients with the registration process, including Stamp Duty calculation, TDS filing, and clarifying related legalities.
  
• Maintained updated customer files and ensured completeness of documentation.
  
• Performed weekly reconciliation with the Accounts team regarding receivables, outstanding dues, and cash flows.
  
• Carried out any additional tasks assigned by the Director/HOD on a need basis.
  
• Familiarity with RERA guidelines and working knowledge of ERP software - Farvision considered an added advantage.

Additional Responsibilities:

• Monitored brokerage tracking and payments of Channel Partners (CPs) through sale proceeds.
  
• Generated regular MIS reports for Sales and CRM performance.
  
• Contributed to overall CRM team efficiency by ensuring data accuracy, completeness, and document management.
  
• Prepared and submitted weekly reports on agreements, possession schedules, and shared updates with the customer response team in the required formats.

Preferred candidate profile

• Experience: 3 10 years of experience in Customer Relationship Management (CRM) or Post-Sales Operations within the real estate industry.
  
• Industry Exposure: Strong understanding of property transactions, legal formalities, and customer lifecycle management from booking to possession.
  
• Technical Skills: Working knowledge of ERP platforms (preferably Farvision), Microsoft Office Suite, and CRM tools.
  
• Regulatory Knowledge: Familiarity with RERA guidelines, registration procedures, Stamp Duty, TDS filing, and bank documentation processes.
  
• Communication Skills: Excellent verbal and written communication to interact with clients, banks, legal teams, and internal stakeholders effectively.
  
• Analytical Skills: Strong in reconciliation, follow-ups, documentation, and reporting using MIS formats.
  
• Client-Centric Attitude: Proactive, detail-oriented, and committed to providing a seamless and professional post-sale experience.
  
• Team Collaboration: Ability to work cross-functionally with sales, legal, accounts, and operations teams.
  
• Adaptability: Capable of handling dynamic tasks, multitasking, and managing responsibilities as directed by management or HODs.