Customer Relationship Executive (CRE) – Post Sales

Job Description:

Role Summary

We are looking for a CRM / Post-Sales Executive to manage the complete customer lifecycle from booking to possession and post-possession. The role involves customer coordination, documentation, collections, registration, loan assistance, complaint resolution, CRM management, and MIS reporting while ensuring a smooth and compliant post-sales experience.

Key Responsibilities:

• Act as the single point of contact (SPOC) for customers post booking
• Manage end-to-end customer lifecycle from booking to possession and post-possession
• Ensure timely and professional communication with customers via calls, emails, and meetings
• Address and resolve customer queries, concerns, and requests within defined TAT
• Handle complete post-sales process including booking confirmation, ATS/Sale Deed, registration, and documentation
• Coordinate with legal team for agreement drafting, execution, and registration process
• Assist customers with stamp duty, registration, and legal formalities
• Generate and share demand letters as per payment schedule
• Track customer payments and ensure timely collections
• Follow up with customers for due and overdue payments
• Coordinate with accounts team for payment reconciliation and records
• Manage and resolve issues related to delayed or default payments
• Maintain accurate and updated customer records in CRM systems
• Ensure proper documentation including booking forms, agreements, KYC, and receipts
• Ensure compliance with RERA guidelines and company policies
• Verify booking forms and ensure accuracy of customer and sales data
• Maintain knowledge of sales processes and achievement tracking
• Coordinate with sales team for booking details and customer commitments
• Liaise with project/site team for construction updates and timelines
• Share regular project progress updates with customers
• Assist customers in home loan processing and documentation
• Coordinate with banks/financial institutions for loan approvals and disbursements
• Resolve loan-related queries between customers and banks
• Organize and manage customer meetings and site visits
• Maintain strong customer relationships to enhance satisfaction and referrals
• Record, track, and manage customer complaints in CRM system
• Ensure timely resolution of complaints through coordination with internal teams
• Maintain daily MIS reports and ensure data accuracy
• Update and manage inventory sheets on a regular basis
• Utilize advanced MIS reporting and data management practices
• Demonstrate strong proficiency in Advanced Excel (formulas, reporting, data analysis)

Skills & Requirements:

• Strong communication and interpersonal skills
• Good coordination and problem-solving ability
• Knowledge of real estate post-sales processes
• Familiarity with RERA compliance
• Proficiency in CRM tools and MS Office (Advanced Excel preferred)

Qualifications & Experience:

• Graduate in Commerce / Business Administration or related field
• 2–5 years of experience in real estate CRM / post-sales
• Male Candidates Preferred