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13 Wealth Clinic Jobs

CRM Head

7-10 years

₹ 7 - 10L/yr

Noida, Greater Noida, Delhi/Ncr

1 vacancy

CRM Head

Wealth Clinic

posted 3d ago

Job Description

Job Summary:

The Head of CRM will be responsible for developing and executing a comprehensive CRM strategy that drives customer engagement, retention, and acquisition for a real estate business. This role will focus on using customer data to create personalized experiences, develop effective communication strategies, and ultimately enhance client satisfaction and loyalty. The CRM Head will ensure that the CRM platform is optimized to manage customer data, improve lead nurturing processes, and enhance the overall sales lifecycle, from prospecting to closing deals.

Key Responsibilities:

  1. CRM Strategy Development & Execution:
    • Develop and implement a CRM strategy that aligns with the companys real estate goals and enhances the customer journey from lead generation to post-purchase engagement.
    • Create and optimize customer segmentation models based on demographics, behavior, and engagement to drive tailored campaigns for different customer groups (buyers, sellers, investors).
  2. Customer Data Management:
    • Oversee the management and organization of customer data, ensuring accuracy, completeness, and privacy compliance in CRM systems.
    • Lead the implementation and maintenance of a CRM platform (Salesforce, Zoho, or others) to centralize customer interactions, track leads, and streamline the sales funnel.
    • Ensure data integration across all touchpoints (website, email, mobile apps) for a seamless experience.
  3. Lead Nurturing & Sales Support:
    • Develop automated workflows and targeted communication strategies (emails, SMS, newsletters) to nurture leads through the sales pipeline.
    • Coordinate with the sales team to ensure that leads are being managed effectively, from initial inquiries to property viewings, and guide them towards conversion.
    • Implement and refine customer follow-up processes to maximize closing rates on sales.
  4. Customer Journey & Experience:
    • Design and optimize customer journeys, ensuring that every interaction with the company is personalized and offers value at each stage (pre-sale, during sale, and post-sale).
    • Collaborate with marketing and sales teams to create personalized content, property recommendations, and tailored messaging for different customer segments.
  5. Campaign Management & Communication:
    • Lead the planning, execution, and measurement of targeted CRM campaigns (email marketing, personalized offers, etc.) aimed at improving customer retention, cross-selling, and re-engagement.
    • Implement feedback systems (surveys, reviews, etc.) to collect data on customer satisfaction, property preferences, and suggestions for improvement.
    • Analyze campaign performance, adjust strategies based on data, and report key CRM metrics to senior leadership.
  6. Cross-functional Collaboration:
    • Work closely with marketing, sales, and customer support teams to align CRM efforts with overarching business goals.
    • Ensure alignment between CRM strategies and real estate property listings, promotions, and new development initiatives.
  7. CRM Technology & Tools Optimization:
    • Lead the implementation of CRM software or optimize existing platforms to improve functionality and data tracking, including integrating with other marketing tools and sales platforms.
    • Explore new technologies (e.g., AI-driven tools, chatbots) to enhance customer experiences and increase the efficiency of lead management.
  8. Performance Monitoring & Reporting:
    • Set clear KPIs to track the effectiveness of CRM activities and drive continuous improvement.
    • Provide regular reports on CRM performance, including lead conversion rates, retention rates, customer satisfaction, and other relevant metrics.

Required Skills and Qualifications:

  • Bachelor’s degree in Marketing, Business, Real Estate, or a related field (Master's degree preferred).
  • Proven experience (8+ years) in CRM or customer engagement, ideally within a real estate or property-related industry.
  • Strong understanding of CRM platforms and software (Salesforce, HubSpot, etc.) and experience in leveraging CRM data for decision-making.
  • Deep knowledge of real estate processes, from lead generation and customer interaction to property sales and client retention.
  • Analytical skills to evaluate customer data, campaign effectiveness, and customer behavior.
  • Exceptional communication and leadership skills, with the ability to work cross-functionally with various teams.
  • Strong project management skills, with the ability to manage multiple initiatives and deadlines.


Employment Type: Full Time, Permanent

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