Role Overview:
The CRM will be responsible for handling end-to-end documentation and investor coordination for workspace investment products. The role requires strong follow-up skills, documentation management, and familiarity with Excel.
Key Responsibilities
- Handle the complete documentation process for investor onboarding and transactions.
- Prepare and verify KYC documents, agreements, investment forms, and payment schedules.
- Coordinate with investors to collect required documents and signatures within the given timelines.
- Maintain accurate records and ensure all documents are uploaded and updated.
- Follow up with investors consistently till documentation and signing is fully completed.
- Share investment documents, receipts, confirmations, and related reports with investors.
- Maintain trackers and MIS in Excel for documentation status and submissions.
- Work closely with the sales and finance team for smooth transaction closures.
- Provide professional and timely support to investors for any documentation-related queries.
- Manage and maintain the investor database and CRM system with accurate and updated information.
- Handle inbound and outbound investor inquiries, providing complete details on workspace investment opportunities.
Skills & Requirements
- 2–5 years of experience in CRM / Documentation / Investment Sales / Real Estate preferred.
- Experience in commercial, co-working, or fractional real estate investments preferred.
- Strong understanding of document handling and KYC compliance.
- Basic knowledge of Excel (data entry, formatting, trackers).
- Experience working on CRM platforms (LeadSquared / Zoho / Salesforce or similar).
- Excellent communication and follow-up skills.
- Detail-oriented and well-organized with a proactive approach.
