CRM & Documentation Executive

Company Description

Property First is Indias leading real estate consulting firm, recognized by The Economic Times Realty as Real Estate Consultant of the Year for three consecutive years (2024, 2025, 2026), awarded as Best Realty Brands by ET Edge, and awarded Best Real Estate Consultant of the Year 2025 by Realty+

Property First uses its experience and connects in the industry to get the best deals and inventory for the clients in their chosen locality/ Project. Currently, Property First has its presence in Bangalore (Corporate Office), Mumbai, Pune, Goa, Dubai, Hyderabad, Chennai, Delhi NCR and has aggressive expansion plans. Property First is one of the top channel partner firms with most reputed developers and was recently awarded South Indias best luxury real estate consulting firm by Intl Brand Equity. Property First is growing exponentially every year with a fantastic team with high standards of professionalism and ethics and had been awarded as topmost consulting firm by Total Environment, Prestige Group, Sobha, L&T Realty, Phoenix, Puravankara, Century, Karle, Assetz, Shapoorji Pallonji, SNN, Val mark and many other developers. Property First recommends only such properties to their clients that are free of any encumbrances, have good appreciation potential and get these properties at a great value for their clients. PROPERTY FIRST IS ALSO A GREAT PLACE TO WORK CERTIFIED.

Role Description

We are looking for detail-oriented CRM & Documentation Executives to manage customer documentation, maintain accurate records, and support the CRM function. The ideal candidates must have prior experience working in a real estate developers documentation team and should be well-versed in handling property-related documentation and customer coordination.

Key Responsibilities:

.Handle end-to-end customer documentation for real estate transactions

.Coordinate with customers for collection and verification of required documents

.Maintain and update records in the CRM system accurately

.Ensure all agreements, application forms, and legal documents are complete and compliant

.Work closely with sales, legal, and finance teams for smooth processing

.Track documentation status and follow up with customers for pending items

.Support registration, agreement execution, and handover documentation processes

.Maintain proper filing (digital and physical) of all documents

.Ensure adherence to company policies and legal/regulatory requirements