CRM Executive

2 weeks ago

Charoli BK Pune Maharashtra, India Diamond Group Full time

**Job Description for** **CRM Executive**:
- Create a ProjectWise collection plan in coordination with Sales Head.
- Customer and Banker Relationship Management.
- Build rapport with bankers for project loan approvals as well as customer loan sanctions.
- Guide customer for bank loan process.
- Do welcome calls and welcome mails within 24 hour of bookings and provide all the bookings-related information and get feedback for the same.
- Process necessary documents such as loan sanction letter and others for the completion of the agreement process.
- Issuing documents to customer Payment Receipts, credit note, transfer documents, demand letters and reminders accordingly.
- Clarify concerns / queries related to demands raised based on the project progress from time to time.
- Define the work process for the sales support team with regards to the collections.
- Take appropriate decisions with regards to delays in payment by customers in consultation with the sales head.
- Review the costs incurred in collections and ensure they are well within the approved budgets.
- Accompany the engineering team at site during the final inspection of the property by the customer before handover.
- Participate in the snag list clearance discussion and ensure completion of the same by the respective customer within committed timelines.
- Discuss the car parking options, finalize and communicate the same to the customer.
- Communicate the progress made in completion of snag list and readiness for the final handover along with the possession letter to the customer.
- Coordinate with the support team for preparation of the possession letter and handover the keys on the agreed date to customer.
- Make the necessary arrangements on the day of society handover, send invites and ensure the venue is well organized for the proceedings.
- Serve as a point of contact for any queries that the new office bearers of the society may have and provide the required information regarding Property Tax, khata transfer, electricity name transfer etc. to the office bearers as well as individual customers as the case may be.
- Address customer complaints even after the handover and ensure appropriate responses are sent and documented.
- Coordinate with the concerned customer for speedy resolution of complaints and avoid any further escalations to the management.
- Monitor the upkeep of timelines and follow up to completing fit out/final Possession process with Customer Satisfaction.

**Job Types**: Full-time, Permanent

Pay: ₹25,000.00 - ₹30,000.00 per month

**Benefits**:

- Health insurance

Supplemental Pay:

- Performance bonus
- Quarterly bonus
- Yearly bonus

**Education**:

- Master's (required)

**Experience**:

- total work: 10 years (preferred)
- Business development: 5 years (required)

**Language**:

- English (preferred)

Work Location: In person

Expected Start Date: 05/06/2025

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