CRM Executive

1. Customer Relationship Management

• Serve as the primary point of contact for customers after booking.
• Maintain strong customer relationships throughout the project lifecycle.
• Ensure timely communication regarding project updates.
• Resolve customer queries promptly and professionally.

2. Booking Documentation

• Verify customer KYC documents.
• Prepare and maintain booking files.
• Coordinate execution of Application Forms, Allotment Letters, and Agreements for Sale.
• Ensure all customer documentation is complete and properly filed.

3. Agreement & Registration Coordination

• Coordinate Agreement for Sale registration.
• Liaise with advocates, registration offices, and customers.
• Maintain registration schedules and documentation.
• Track Index II and registered documents.

4. Payment Collection& Follow-up

• Monitor customer payment schedules.
• Send demand letters and payment reminders.
• Follow up on overdue installments.
• Coordinate with the Accounts Department for receipt confirmations.
• Reconcile customer ledgers with the Accounts team.

5. Home Loan Coordination

• Coordinate with banks and financial institutions for customer home loans.
• Collect loan documentation.
• Track loan sanction and disbursement status.
• Ensure timely loan disbursement as per construction milestones.

6. Possession &Handover

• Coordinate possession documentation.
• Arrange possession schedules.
• Ensure possession letters and handover documents are completed.
• Coordinate snag rectification before handover.

7. Customer Complaint Management

• Register customer complaints.
• Coordinate with engineering and project teams for resolution.
• Update customers on complaint status.
• Maintain complaint logs and closure reports.

8. CRM SoftwareManagement

• Update customer information in the CRM system.
• Maintain payment records.
• Update communication history.
• Generate CRM reports and dashboards.

9. Internal Coordination

• Coordinate with Sales, Accounts, Legal, Projects, Engineering, and Banking teams.
• Ensure seamless information flow between departments.
• Support audit requirements related to customer records.

10. MIS &Reporting

• Prepare Daily, Weekly, and Monthly CRM reports.
• Prepare outstanding payment reports.
• Prepare booking and cancellation reports.
• Submit customer communication reports to management