Documentation & Process Executive

About the job

Job DescriptionPosition: Documentation & Process Executive Real EstateLocation:Mansarovar, JaipurDepartment:Documentation / CRM / OperationsJob Type:Full-time Job SummaryWe are looking for a responsible and detail-orientedDocumentation & Process Executivefor our real estate office. The candidate will be responsible for handling client documentation, booking files, payment records, agreements, registry coordination, and internal process management.The candidate should have good knowledge of real estate documentation, strong coordination skills, and the ability to manage client files accurately.

Key Responsibilities

• Manage complete client documentation process from booking to possession
• Prepare and maintain booking forms, customer files, allotment letters, agreements, and related documents
• Collect, verify, and maintain customer KYC documents
• Coordinate with clients for pending documents, signatures, and payment-related updates
• Maintain proper records of booking details, payment schedules, receipts, and client communication
• Coordinate with sales, CRM, accounts, legal, and management teams
• Support agreement, registry, possession, and transfer-related processes
• Track pending documentation and follow up with clients and internal teams
• Maintain physical and digital records of all customer files
• Ensure all documents are complete, accurate, and properly filed
• Prepare daily, weekly, and monthly documentation reports
• Assist management in process improvement and smooth customer handling

Required Skills

• Good knowledge of real estate documentation process
• Basic knowledge of agreements, registry, KYC, booking forms, and payment records
• Good communication and coordination skills
• Strong attention to detail
• Good computer knowledge, including MS Excel, Word, and Google Sheets
• Ability to manage records and follow-ups properly
• Responsible, sincere, and process-oriented personality

Preferred Candidate

• Minimum 3-4 years of experience in real estate documentation, CRM, back office, or operations
• Experience in Jaipur real estate market will be preferred
• Candidate should be confident in handling customers and internal coordination
• Real estate company experience will be an advantage