Customer Relationship Management Manager

Key Responsibilities

• Handle client lifecycle from initial booking stage through to possession on every booking.

• Verify booking form, KYC, payment clearance, and bank statement confirmation on every booking

• Update CRM system and send Welcome Email along with TDS details after booking confirmation

• Confirm receipt of 10% booking amount and inform HO CRM for ROC generation

• Coordinate allotment letter preparation

• Facilitate Agreement execution at Site and maintain executed records

• Maintain physical and digital client documentation files

• Issue Demand Letters as per payment plan and send Payment Receipts upon realisation, as and when milestone is triggered

• Maintain updated Client Collection MIS and share weekly updates as and when required; updating dependent on milestone triggers

• Handle routine SAP-related queries at site level and escalate urgent matters to HO CRM as they arise

Must-Have Criteria

• 5–7 years of experience in CRM / client servicing within residential real estate

• Hands-on experience with CRM software and SAP at a site or project level

• Strong understanding of booking processes, documentation, and payment plans

• High attention to detail in documentation, MIS maintenance, and compliance

• Good written and verbal communication for client correspondence