Heena Patel

Seasoned real estate sales and CRM professional with over 23 years of experience across Mumbai's residential, commercial, and redevelopment markets. Strong track record in premium-ticket sales, channel partner management, customer relationship management, agreement execution, collections follow-up, and end-to-end sales operations. Experienced in ERP-based workflow management (Farvision), launch sales, site experience management, and cross-functional coordination with marketing, pre-sales, legal, engineering, and accounts teams.

Recognized for disciplined follow-up, relationship building, and converting high-value opportunities into long-term client confidence.

Assistant General Manager - Sales - Chaitanya Holdings

(2024-09 - 2026-05)

• Lead sales activity with a strong CRM focus, ensuring consistent follow-up, client engagement, and closure support across the customer journey.
• Coordinate with marketing and pre-sales teams to improve lead quality, response time, and booking conversion.
• Manage premium customer interactions with emphasis on relationship building, site experience, and objection handling.
• Support channel/referral development and internal coordination so inquiries move smoothly from lead to booking and post-sale follow-through.

AGM - Sales - HUM Developer Pvt. Ltd.

(2023-11 - 2024-04)

• Served as Channel & Site Lead for Western Suburbs and drove sales activity aligned to monthly and project targets.
• Managed channel partner relationships, customer/investor interactions, negotiation, closure, and complaint handling.
• Coordinated closely with marketing, CRM, and pre-sales teams to strengthen project visibility and customer conversion.
• Maintained the site experience and helped recruit, onboard, and groom the sales team for targeted execution.
• Contributed to digital and marketing support, including project landing pages, customer testimonials, and developer profile updates.

Sales Manager - M/S Ajmera Realty & Infra India Ltd.

(2002-12 - 2023-10)

• Managed sales of flats in the premium ticket-size range of INR 3-10 crore and built strong long-term relationships with clients.
• Successfully contributed to major residential, commercial, and redevelopment projects including Shastri Nagar (Lokhandwala), Citimall, Borivali, and Malad D.S. Nagar.
• Supported the 2022-2023 residential project at Malad Narsing Lane, where 100 flats were sold at launch and targets continued to be met.
• Handled end-to-end CRM and ERP operations in Farvision, from customer details and booking to agreement generation and payment collection.
• Prepared allotment letters, booking receipts, agreements, GST invoices, brokerage bills, and structured sales reports (monthly, project-wise, area-wise, stock, collections, and payments).
• Tracked slab completion, certification procedures, outstanding dues, recovery follow-up, registration, and document correspondence.
• Resolved day-to-day customer queries and coordinated with architecture, engineering, legal, and accounts teams.
• Participated in MCHI exhibitions for residential and commercial projects, contributing to brand presence and lead generation.

MBA - Marketing (PGDMM-DLP) - Welingkar Institute (2013 - 2015)

Bachelor of Commerce - University of Mumbai (2002-03)

S.Y.J.C - University of Mumbai (1998-03)

S.S.C - University of Mumbai (1996-03)