CRM Executive

Department: CRM / Customer Relationship Management

Work Locations: Project Site (ORR-5, Dundigal); Head Office (Begumpet)

Work Mode: On-site, daily

Experience Required: Minimum 2 years in real estate CRM, onboarding, documentation, reconciliation or post-sales servicing

Reports To: Director / Head Office Coordination

Compensation: Fixed monthly salary (30k – 40k PM) + incentives: 5% on referral-sourced sales, 7% on self-sourced (self-sale) sales. Travel allowance offered for the onboarding/project-site stage.

Role Purpose

Own the complete customer journey at Kura Homes - from onboarding a newly booked customer through to account reconciliation, ongoing CRM record-keeping, and final possession handover.

Key Responsibilities

•    Onboard every newly booked customer into the CRM system immediately after booking confirmation, post conducting all booking formalities.

•    Collect and verify KYC, income and co-applicant documents required for booking.

•    Prepare booking form, Agreement of Sale (AOS), cost sheet and other documents accurately.

•    Coordinate dispatch of welcome gifts and track completion for every booking.

•    Open and manage new customers' home loan cases end-to-end — login through disbursal — liaising with bank contacts.

•    Maintain an onboarding tracker (documents, AOS, gifts, loan stage) until the file is complete.

•    Reconcile customer payment accounts against schedules, disbursals and adjustments.

•    Follow up on outstanding/overdue payments and resolve mismatches.

•    Keep customer files (agreements, receipts, disbursal letters) updated and audit-ready.

•    Update CRM records after every payment or account status change.

•    Prepare demand letters, statements of account and payment reminder communication.

•    Support periodic flat-file audits, closing documentation gaps in older files.

•    Prepare possession-stage documents (NOC, handover charges) as customers near handover.

Required Skills & Qualifications

•    Minimum 2 years' experience in real estate CRM, onboarding, documentation, or accounts reconciliation / post-sales servicing.

•    Strong document verification skills and numerical accuracy under time pressure.

•    Working knowledge of home loan processes (login to disbursal) and real estate documentation (AOS, KYC, disbursal tracking).

•    Clear communication in Telugu, Hindi and English; strong MS Excel/Word skills.