Asset Deals
Website:
assetdeals.in
Job details:
CRM, SALES COORDINATION & OFFICE ADMIN
Company: Asset Deals LLP
Location: Pune
Department: CRM / Sales Operations
Designation: CRM & Sales Coordinator
Reporting To: Senior CRM & Head HR – Head Office, Gurgaon
Employment Type: Full-Time
Industry: Real Estate – Channel Partner
Experience: 3+ Years
Salary: 40,000/- PM
Job Summary
Asset Deals LLP is looking for an experienced, organized and responsible CRM, Sales Coordinator & Office Admin for our Pune location.
The candidate will primarily be responsible for CRM management, sales coordination, sales MIS, pipeline tracking and reporting, along with handling the day-to-day administrative activities of the Pune office.
Key Responsibilities:
1. CRM Management
· Manage and maintain the CRM for the Pune sales team.
· Ensure all leads, opportunities, site visits and closures are updated accurately and on time.
· Monitor CRM data entered by the sales team and ensure data accuracy.
· Track lead and opportunity movement through different stages.
· Ensure proper tagging, categorization and status updates of leads.
· Identify gaps or incorrect information in CRM and coordinate with the concerned sales team for correction.
· Ensure compliance with CRM processes and guidelines defined by the Gurgaon Head Office.
2. Sales Coordination
· Coordinate with the Pune Sales Managers, TLs and Sales Executives regarding CRM-related activities.
· Ensure timely collection and updation of sales activity data.
· Track pending CRM activities and coordinate with the concerned team members for closure.
· Support the sales team in maintaining accurate sales records.
· Coordinate with the Gurgaon CRM team for any CRM-related requirements, issues or process updates.
· Ensure CRM processes implemented by the Head Office are followed at the Pune location.
3. Site Visit & Sales Pipeline Tracking
· Maintain accurate records of scheduled, completed, postponed and cancelled site visits.
· Ensure site-visit status is updated in the CRM.
· Track the sales pipeline from Lead → Site Visit → Negotiation → Booking/Closure.
· Monitor active opportunities and their current status.
· Highlight pending, inactive or stagnant opportunities to the Senior CRM.
· Track booking and closure data and ensure timely CRM updating.
4. MIS & Reporting
Prepare and share regular reports with the Senior CRM – Gurgaon Head Office, including:
· Daily CRM activity report
· Lead status report
· Sales pipeline report
· Site visit report
· Booking and closure report
· Pending activity report
· Sales team CRM performance report
· Weekly MIS
· Monthly MIS
· Ensure all reports are accurate and submitted within defined timelines.
· Provide data and reports required by the Senior CRM and Management.
· Highlight discrepancies, gaps and unusual trends in the data.
5. CRM Process Compliance
· Implement CRM processes and SOPs communicated by the Gurgaon Head Office.
· Ensure the Pune sales team follows the defined CRM processes.
· Monitor CRM hygiene and data quality.
· Conduct regular checks to ensure information is complete and updated.
· Escalate process deviations to the Senior CRM.
· Assist in implementing new CRM processes, systems and reporting formats.
6. Office Administration
- Manage the day-to-day administrative activities of the Pune office.
- Ensure the office is maintained in a clean, organized and professional manner.
- Coordinate with housekeeping, maintenance, security and other office service providers.
- Monitor office supplies, stationery and other administrative requirements.
- Maintain records of office assets, equipment and stationery.
- Maintain attendance and basic employee/retainer records for the Pune office.
- Coordinate with HR/Head Office for employee-related administrative requirements.
- Support onboarding arrangements for new employees, including seating, stationery, access and other basic requirements.
- Coordinate office repairs, maintenance and facility-related issues.
- Maintain records of vendor bills, office expenses and administrative purchases.
- Coordinate with vendors and service providers and ensure timely resolution of issues.
- Ensure adherence to company office policies and administrative guidelines.
- Support the Head Office in implementing administrative processes at the Pune location.
6. Coordination with Head Office – Gurgaon
· Maintain regular communication with the Senior CRM at the Gurgaon Head Office.
· Participate in CRM review calls and meetings as required.
· Share daily/weekly updates with the Senior CRM.
· Coordinate on CRM-related issues, system requirements and process changes.
· Implement instructions and processes communicated by the Head Office.
· Act as the CRM point of contact for the Pune location.
Required Skills
· Strong CRM management experience
· Excellent MS Excel and MIS skills
· Strong data management and analytical skills
· Excellent coordination and communication skills
· Strong attention to detail
· Good understanding of sales processes and sales pipelines
· Ability to identify data gaps and discrepancies
· Strong follow-up and coordination with internal teams
· Ability to work independently and manage multiple activities
· Strong reporting and presentation skills
Qualification & Experience
· Graduate in any discipline.
· Minimum 3+ years of relevant experience in CRM, Sales Operations, Sales Coordination, MIS or a similar role.
· Experience in Real Estate / Real Estate Channel Partner business will be strongly preferred.
· Experience of working with sales teams and CRM platforms is required.
· Strong MS Excel and reporting skills are mandatory.
Preferred Candidate Profile
· Pune-based candidate preferred.
· Should have strong experience in CRM and Sales Operations.
· Should be comfortable coordinating with a central/head-office CRM team.
· Should be highly proficient in MS Excel and MIS reporting.
· Should be process-oriented and highly organized.
· Should have strong ownership and attention to detail.
· Should be comfortable working in a fast-paced, target-driven real estate environment.
· Knowledge of English, Hindi and Marathi will be preferred.
Reporting Structure
Location: Pune
Functional Reporting: Senior CRM – Gurgaon Head Office
CRM Function: Centralized CRM Team – Gurgaon
Coordination: Pune Sales Team / Sales Managers / TLs / Head
Experience: 3+ Years
Role Objective
The primary objective of this role is to ensure strong CRM discipline, accurate sales reporting and smooth day-to-day office administration at the Pune location.
The candidate will act as the single point of coordination for CRM and office administration in Pune, ensuring that CRM data, sales pipeline, site visits, bookings, closures, MIS and administrative requirements are accurately managed and reported to the Gurgaon Head Office on time.
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