| Detail | For this role |
|---|---|
| Department | Construction and Projects |
| Level | Entry level |
| Reports to | Real Estate Sales Manager |
| Direct reports | None |
| Experience | 1 to 4 years in real estate CRM or customer service |
Real Estate CRM Executive job description template
Copy this job description, replace the text in square brackets and post it on your careers page or a job portal.
Job title: Real Estate CRM Executive
Department: Construction and Projects
Reports to: Real Estate Sales Manager
Location: [City], [office, branch or site]
About the role
A Real Estate CRM Executive looks after buyers after they book a unit. They maintain customer records, send demand letters as construction stages complete, follow up on payments, and coordinate agreements, registration and handover. They are the buyer's point of contact through the long journey from booking to possession. A good Real Estate CRM Executive keeps customer records accurate, sends demands and receipts on time, follows up collections politely but firmly, keeps buyers informed, and makes the paperwork of booking to possession smooth.
Key responsibilities
- Maintain accurate customer records for every booked unit and its payment plan.
- Raise and send demand letters as each construction stage is completed.
- Follow up on due and overdue payments and record receipts correctly.
- Coordinate sale agreements, registration and other documentation with the buyers.
- Keep buyers informed on construction progress, dues and next steps.
- Handle buyer queries on payments, account statements and documentation promptly.
- Coordinate unit handover and possession formalities with the site team.
- Support cancellations, unit transfers and refunds strictly as per policy.
- Maintain the CRM system with current status for each customer.
- Prepare collection and outstanding reports for the sales manager.
Requirements
- Graduate in any discipline
- Basic knowledge of real estate booking and payment processes
- Good communication and computer skills
- 1 to 4 years in real estate CRM or customer service
KRAs and KPIs for a Real Estate CRM Executive
Key result areas for the appraisal form, each with a KPI you can measure every month or quarter.
| Key result area | How to measure it |
|---|---|
| Collections | Due payments collected within the agreed period each month |
| Record accuracy | Customer and payment records accurate with no errors in statements |
| Demand timeliness | Stage demand letters raised and sent on time |
| Documentation | Agreements and registration completed within the agreed timeline |
| Customer response | Buyer queries resolved within the agreed time |
Skills and tools
Tools used day to day: Real estate CRM, MS Excel, Booking and payment system, Email and WhatsApp Business, Document templates.
Reporting line and career path
Next roles: CRM Manager, Real Estate Sales Manager, Customer Success Manager
Interview questions for a Real Estate CRM Executive
- How do you follow up on an overdue payment politely but firmly?
- How do you keep customer and payment records accurate?
- How do you handle a buyer upset about a demand letter?
- How do you coordinate a unit registration with a buyer?
- How do you keep buyers informed through the long wait to possession?
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What does a Real Estate CRM Executive do?
A Real Estate CRM Executive looks after buyers after they book a unit. They maintain customer records, raise demand letters as construction stages complete, follow up on payments, and coordinate agreements, registration and handover. They keep buyers informed, handle queries, and make the paperwork from booking to possession smooth, acting as the buyer's point of contact.
What is the difference between a Real Estate CRM Executive and a Sales Executive?
A Real Estate Sales Executive sells units, handling site visits, follow-ups and closing new buyers. A Real Estate CRM Executive takes over after the booking, managing the buyer through payments, documentation and possession. Sales brings the buyer in; CRM looks after them through the long journey to handover and keeps collections on track.
What skills does a Real Estate CRM Executive need?
A Real Estate CRM Executive needs strong customer coordination, patience, and firm but polite payment follow-up. They should keep accurate records, raise demands and receipts correctly, and know the basics of booking, agreement and registration processes. Good communication, comfort with a CRM system, and attention to detail in statements matter most.