CRM Specialist

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.