Customer Documentation & CRM Executive

Description

• Work with legal team for agreement vetting & signing process
• Manage booking forms, allotment letters, welcome kits and customer file preparation
• Coordinate with banks for loan sanction, disbursement letters, and project approvals
• Prepare MIS reports for management on agreement status, pending documents, registration progress
• Draft & coordinate Sale Agreements, Construction Agreements, Tripartite Agreements, Sale Deeds
• Coordinate with customers for KYC, payment schedules, NOCs, loan documentation
• Support customers from booking to possession with smooth documentation experience
• Maintain customer data and workflow on CRM software.

Requirements

• Strong understanding of RERA documentation, agreements, and registry procedures
• Proficient with CRM tools, MS Office, PDF editing, and document management
• Should be responsible, organised and customer-friendly
• Good communication skills
• 2–3 years experience in Real Estate documentation / CRM / Customer Relations

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance