Customer Relationship Manager (CRM)

Key Responsibilities

Manage and maintain client and lead data through Excel, Word, and manual records until further CRM requirements are established.

Coordinate with clients through calls, WhatsApp, and email for follow-ups, confirmations, and updates.

Maintain and manage KYC documents, demand letters, agreements, and other client records.

Prepare daily and weekly reports on CRM activities, lead status.

Coordinate between Sales, Marketing, and Management for smooth client handling.

Ensure adherence to CRM SOPs, follow-up processes, and lead management policies.

Maintain confidentiality, accuracy, and proper documentation of customer data.

Identify opportunities to improve CRM, data management, and documentation processes.

Candidate Profile & Requirements

2+ years of experience in CRM, real estate, customer relationship management, or a similar role.

Strong working knowledge of MS Excel and MS Word.

Knowledge of KYC documentation, demand letters, agreements, and client documentation.

Strong communication, coordination, follow-up, and organizational skills.

Excellent attention to detail and data accuracy.

Ability to manage confidential client information and documentation.

Real estate experience is mandatory.

Pay

₹300,000.00 - ₹700,000.00 per year

Work Location

In person