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CRM Executive – Handover

Customer Relationship Management · Full Time · Hyderabad

Experience: 2–5 years

No of Positions: 1

Posted on: February 23, 2026

Job Description

Key Responsibilities

1. Pre-Handover Coordination
 Coordinate with Sales, Accounts, Legal, Projects, and Facility teams before
handover.
 Verify customer documentation, payment clearance, and agreement compliance.
 Ensure all dues, maintenance charges, and statutory payments are collected.
 Prepare handover checklists and possession documents.

2. Site Inspection & Snag Management
 Conduct internal flat inspections at site upon receiving confirmation from the
Engineering/Projects team that units are ready for inspection.
 Physically verify finishing, fittings, fixtures, and overall readiness of the unit.
 Prepare a detailed snag list highlighting defects, incomplete works, or quality
issues.
 Coordinate with the Engineering/Projects team to ensure timely rectification of
snags.
 Track and follow up until all identified snags are cleared before offering possession
to the customer.
 Maintain proper documentation and status updates of snag closures.

3. Customer Communication
 Inform customers about handover schedules and procedures.
 Arrange and coordinate customer inspection visits.
 Address customer queries regarding possession, documentation, and snag status.
 Maintain regular follow-ups to ensure timely possession.

4. Documentation & Compliance
 Prepare and execute possession letters, handover forms, indemnity bonds, and
related documents.
 Maintain accurate CRM records and customer data.

5. Handover Process Execution
 Schedule and conduct physical handover of units.
 Obtain customer acknowledgment and signatures on possession documents.
 Handover keys, access cards, and welcome kits.
 Coordinate with Facility/Property Management team for post-handover
transition.

6. Post-Handover Support
 Handle initial post-possession concerns within defined timelines.
 Ensure smooth transition to Facility Management team.
 Track customer satisfaction and feedback.


Required Skills & Experience

 Strong customer service and communication skills
 Good coordination and follow-up abilities
 Knowledge of real estate documentation and possession process
 Familiarity with CRM software
 Problem-solving and conflict resolution skills
 Attention to detail

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