CRM Executive – Salesforce & Tools Specialist - Royal Indraprastha Builders
Bangalore, Karnataka
Permanent
Role Summary
Looking for a hands-on CRM professional who can actively work on Salesforce, CRM tools, and integrations to manage data, generate reports, and support sales operations. This is a tool-driven role, not a data entry position.
Key Requirements
- Strong hands-on experience in Salesforce (mandatory)
- Must know Salesforce tools, add-ons, and integrations
- Ability to create reports, dashboards, and extract data independently
- Good understanding of CRM workflows and technical structure
- Experience in handling calling data / lead tracking / follow-up systems
- Strong in Excel (Pivot, XLOOKUP, dashboards)
- Should be comfortable using AI tools / automation tools within CRM or reporting
Key Responsibilities
- Work directly on Salesforce for daily operations
- Generate MIS, reports, and dashboards
- Track leads, follow-ups, site visits, bookings, and collections
- Monitor sales team performance and funnel movement
- Maintain data accuracy and CRM discipline
- Support calling systems and lead tracking
- Use tools/automation to improve reporting efficiency
Experience Required
- 3–6 years of hands-on CRM experience with strong Salesforce usage
- Proven experience in:
o Building Salesforce reports & dashboards independently
o Managing complete sales funnel in CRM (Lead → Site Visit → Booking → Collection)
o Working with CRM tools, add-ons, and integrations (dialers, automation, etc.) - Experience handling sales team data (15–25 members)
- Strong exposure to data analysis and MIS reporting (CRM + Excel)
- Real estate experience preferred (Apartments/Villas), but not mandatory
- Exposure to AI / automation tools is an added advantage
Must-Have
✔ Hands-on Salesforce (not theoretical)
✔ Strong reporting capability
✔ Tool-driven working style
✔ Understanding of CRM technical flow
Good to Have
- Real estate CRM experience
- Exposure to AI tools / automation / integrations
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Location
Bangalore, Karnataka
Employment Type
Permanent
Experience
3–6 Years
Function
CRM
Industry
Real Estate
CTC
Posted
Last Date