Real Estate Sales CRM

1 week ago

Bengaluru, Karnataka, India Doctorvi Full time
No. Key Accountabilities/Responsibilities

  • Customer Interaction and engagement for Onboarding, Collections, Registrations, Possessions, and Cross-sell of Company Products. Handling escalations and providing customer resolutions. Ensuring Constant
Meeting and communicating with assigned customers with 100% contact ability.

  • Booking forms Management - BF Tracking/BF / KYC / Payment Plan / Price sheet /Identify Payment
(RTGS/NEFT/CHQ/CRDS) / NFA Check and Approvals /Entry in ERP. Allotment Letters EOI Letters - Printing

and Handover to Front office, Sale Agreement Processing - AFS Printing and Handover to Front End for

Handover, Modifications and Funds Transfers - Only Re

  • Allotments/ Cancellations / Payment Plan Change
3 ERP Management - Inventory / Payment Plan / Pricing Plan / Customization Activity and Transaction

Management - Entries Cheques / RTGS/NEFT/Card Payments / TDS - Entry by CRM and Verification by

Accounts. Receipts generation and Printing of all payments and handover to Front end for Stamping and

Despatch. Time linked Demands, Construction Linked Demands - Basis Clearance from Projects along with

Architect Certificate. Possession Demands -Basis Clearance from Projects along with OC. Reminders -R

  • 1/R2/ Pre cancellation / Final Cancellation
4 Processing Pre handover / TPR (Timely Payment Rebate)/ Subvention / Refunds - Monthly / Quarterly AR

(Assured Returns) / TPR Cheques in lieu of subvention plan. Post-Handover. Processing of Post-Handover

pay-outs to customers across all projects

5 Banking Support -TPA and PTM - Vetting and signing of Documents and handover to CRM Front office

Team. Bank NOC -Request to Finance / Tracking / Receipt / Kept on record /Share with Front End Team /

Banking RM - Rate Difference calculation and Raising Approval to Finance for Differential FT to lending

Bank in line with Booking Rate and Bank Stipulated Rate

6 Comfort / Construction / Parking Letters/ AR (Assured Returns) Covering - Issue of letters basis Approved

NFA and handover to Customer Experience Team

7 Registrations - AFS (Agreement For Sale) - Preparation of Document / Vetting / Signing and coordination

with Registration Agent; AFS Rectifications / AFS Covering Letters. RD (Registration Document after OC)

  • Preparation of Document / Vetting / Signing and coordination with Registration Agent / RD Covering
Letters. Transfers - Transfers/ Name addition/ Deletion / Mutation -Change of ownership - Verification of

Documents and approvals as per SOP and incorporating the changes in ERP Accordingly.

8 Possessions Documentation - No Dues from Accounts for Payment Clearance -Preparation of Document /

Vetting / Signing and coordination with Front End Team and documenting the acceptance of possession

letter in customer file. Maintenance Agreements - Maintain the Inventory / Retain and documenting the

signed agreements received from CRM Front End Team

9 Brokerage Management - Broker Registration the ERP / invoice checking / Processing the Eligibility and

printing the documents /Follow up with Accounts / Payment to Brokers / Query / Relationship

Management with Brokers

10 Filing / Store Management / Despatch/ Scanning of Documents /Upload

  • Filing the Customer documents in
order and maintain the record room with proper indexing and retrievability. Dispatch Register

Maintenance / Electronic upload of all scanned documents / Courier Bill Payments / Coordination with

Accounts

Experience & Educational Requirements

EDUCATIONAL QUALIFICATIONS:
(Degree, training, or

certification required)

Any graduate/ post-graduate degree

(Customer Service training/ certification an added

advantage)

RELEVANT EXPERIENCE:
(no. of years of technical, functional, and/or leadership

experience or specific exposure required)

3 years of experience in the area of CRM with at

least 1 year of experience in the real estate

industry in CRM operations.

Schedule:

  • Day shift

Ability to commute/relocate:

  • Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (required)

Experience:

- total work: 3 years (preferred)

  • Real estate sales: 3 years (preferred)

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