Credvest
Website:
credvest.com
Job details:
Company Description Credvest is a real estate organization committed to bringing transparency and integrity to the industry. The company focuses on placing customers’ interests first, advising based on value created for clients rather than internal profits. Credvest aims to be a refreshing alternative in a market often challenged by short-term players and ethical compromises. The team is driven by simple, honest, and straightforward principles to create meaningful, long-term change in real estate. Prospective team members can expect a culture that values ethics, customer trust, and collective impact.
Role Description This is a full-time, on-site CRM Lead (Real Estate) role based in Bengaluru. The CRM Lead will oversee the end-to-end management of customer relationships, ensuring timely follow-up, accurate data entry, and consistent communication across the customer lifecycle. The role involves designing and maintaining CRM workflows, segmenting customer databases, and generating reports and dashboards to support sales and marketing decisions. The CRM Lead will collaborate closely with sales teams to improve lead conversion, track interactions, and optimize customer journeys. Daily responsibilities also include monitoring CRM system performance, coordinating with internal stakeholders for process improvements, and ensuring adherence to data quality and compliance standards.
Key Responsibility Areas
• Build and maintain strong, long-term, and profitable relationships with key customers.
• Oversee the complete post-sales customer journey and ensure a seamless customer experience.
• Monitor and manage customer communication, queries, requests, and escalations.
• Resolve complex customer complaints and issues quickly, efficiently, and professionally.
• Act as the primary escalation point for critical customer concerns.
• Work closely with Sales, Accounts, Operations, and other internal teams to ensure timely resolution of customer requirements.
• Conduct regular customer satisfaction and quality assurance surveys to identify areas of improvement.
• Analyse customer feedback and complaints and implement corrective measures to improve service quality.
• Track recurring customer issues and work with relevant stakeholders to develop long term solutions.
• Monitor team performance, productivity, response timelines, and customer satisfaction levels.
• Prepare and maintain CRM reports, MIS, customer data, escalation trackers, and other relevant dashboards.
• Ensure accurate documentation of customer interactions, commitments, complaints, and resolutions.
• Identify opportunities to improve existing CRM processes and enhance the overall customer experience.
• Take ownership of customer retention and relationship management initiatives.
Skills & Competencies
• Customer-Centric Approach: Strong focus on customer satisfaction, retention, and relationship building.
• Communication Skills: Excellent verbal and written communication skills.
• Interpersonal Skills: Strong ability to build effective relationships with customers and internal stakeholders at all levels.
• Problem-Solving: Ability to understand customer concerns, analyse issues, and provide practical solutions.
• Proactive & Accountable: Takes initiative and works effectively with minimal supervision.
• Solution-Focused: Focuses on resolving issues and continuously improving the customer experience.
• Organisational Skills: Highly organised, able to prioritise multiple tasks and deliver within deadlines.
• Collaboration: A natural team player who can effectively coordinate across multiple departments.
• Analytical Ability: Able to understand customer requests and queries involving numbers, calculations, payments, or other financial details.
• Presentation: Well-groomed, professional, and presentable.
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