Documentation/crm Executive

4 days ago

Bengaluru Karnataka, India Esteem Ventures Full time

**Documentation/CRM Executive**:
**Key Responsibilities**:

- Prepare and coordinate with the CRM and legal team and prepare all documentation in regards to sale agreements, sales deeds, receipts, deed of handover, etc.
- Thoroughly analyse and check all communication with clients.
- Establish operational processes for all documentation related client services. Work with the partnering teams to set the process.
- Ensure RERA and applicable statutory compliances for the CRM - Documentation operations.
- Personally anchor key relations with select clients and relationships (Banks, owners etc).
- Maintain and publish the project-wise cashflow (collections due) on a monthly basis and ensure adherence to the same. Handle all escalations or difficult cases to ensure appropriate handling and collections.
- Get the sale deed vetted by Legal, Finance & Audit teams and send to the customer
- Maintain document control through digitally and physically for easy retrieval and review

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