Customer Relationship Management Specialist

About the Role

The Customer Relationship Management Specialist is a full-time, on-site role based in Bengaluru. This role is responsible for managing and optimizing CRM systems to track client interactions, inquiries, and project statuses. The specialist will maintain accurate client records, ensure timely follow-ups, and coordinate with sales and project teams to support smooth service delivery. Daily activities include analyzing client data, preparing reports and insights, documenting feedback, and identifying opportunities to enhance client satisfaction and retention. The role also involves collaborating with internal stakeholders to improve CRM processes, support real estate advisory initiatives, and uphold high standards of client communication and service.

Key Responsibilities

• Manage and optimize CRM systems.
• Track client interactions, inquiries, and project statuses.
• Maintain accurate client records.
• Ensure timely follow-ups.
• Coordinate with sales and project teams.
• Analyze client data.
• Prepare reports and insights.
• Document feedback.
• Identify opportunities to enhance client satisfaction and retention.
• Collaborate with internal stakeholders to improve CRM processes.
• Support real estate advisory initiatives.
• Uphold high standards of client communication and service.

Requirements & Tech Stack

• Proficiency with MS Office tools.
• Familiarity with CRM software.

Qualifications

• Strong Customer Relationship Management (CRM) and client service skills.
• Experience managing databases or CRM platforms.
• Effective Communication skills (clear written and verbal).
• Ability to collaborate with cross-functional teams.
• Analytical Skills to interpret client data, identify trends, and generate actionable insights.
• Sales and relationship-building skills.
• Project Management capabilities.
• Bachelor’s degree in Business, Marketing, Real Estate, or a related field, or equivalent practical experience.
• Ability to work on-site in Bengaluru.
• Ability to prioritize multiple assignments.
• Ability to maintain attention to detail in a fast-paced environment.
• Experience in real estate or consulting is an advantage.