Position: CRM Executive- Satchmo Holdings Limited
Location: Bengaluru
Department: Customer Relationship Management
Experience: 1-2 years in Customer Service/Client Relations + 1-2 years in MIS/Data Reporting. Real Estate/Banking/Hospitality experience preferred.
Qualification: Graduate in any discipline.
Key Responsibilities
- Handle customer queries and concerns post-booking.
- Communicate with customers regarding payments, project updates and possession timelines.
- Handle customer escalations and ensure timely resolution.
- Collect and verify KYC and other customer documents.
- Coordinate agreement execution and registration activities.
- Liaise with Sales, Finance and Legal teams.
- Maintain customer records and CRM data.
- Prepare daily/weekly MIS, trackers and management reports.
- Track pending documentation, agreements, registrations and customer escalations.
- Ensure regular follow-up with customers and internal teams.
Must-Have Skills
- Excellent verbal & written communication
- Strong customer-handling skills
- Good follow-up and coordination ability
- MS Excel formulas, trackers and basic dashboards
- MIS/reporting experience
- Documentation and record-keeping
- Ability to handle multiple customers/cases
- Patience and a solution-oriented approach
