Assistant Manager
4 days ago
Job Title: Assistant Manager / Senior Executive CRM
Department: Customer Relationship Management
Location: Mohali
Role Overview:
The incumbent will be responsible for managing the end-to-end post-sales customer relationship
process, ensuring seamless communication between customers, bankers, and internal teams. The
role involves handling documentation, payment follow-ups, sale deed execution, and maintaining
customer satisfaction through timely responses and proactive engagement.
Key Responsibilities:
1. Customer Interaction & Documentation
o Conduct welcome calls and emails to newly onboard customers.
o Coordinate with clients and bankers for document signing and verification.
o Prepare affidavits, reminders, notices, and other legal documents as required.
2. Application & Data Management
o Check applications and ensure timely booking logins in Farvision within defined
TAT.
o Update customer visits, payment receipts, and communication records in
Farvision.
o Ensure timely closure of email and call tickets in the CRM system.
3. Customer Communication & Issue Resolution
o Respond to customer queries and concerns via calls and emails within TAT.
o Share regular construction progress reports and project updates, including
milestones such as OC application, OC receipt, and offer of possession.
o Follow up for sale deed registration and ensure timely completion.
4. Payment Follow-up & Collections
o Convince customers for advance or early payments through incentive schemes.
o Maintain regular follow-ups with customers and bankers for payment collection.
o Send reminder letters and overdue notices for pending payments and sale deed
execution.
5. Coordination & Reporting
o Liaise with internal departments (Sales, Finance, Legal, Projects) and external
stakeholders (Banks, Customers) for smooth execution of business requirements.
o Prepare and submit periodic reports on customer interactions, collections, and
documentation status.
Key Skills & Competencies:
• Strong communication and interpersonal skills
• Customer-centric approach with a problem-solving mindset
• Proficiency in Farvision or similar CRM software
• Good understanding of real estate documentation and banking procedures
• Attention to detail and ability to manage multiple tasks efficiently
Qualification & Experience:
• Graduate / Postgraduate
• 25 years of experience in Customer Relationship Management, preferably in Real
Estate / Property Development sector
Performance Indicators (KPIs):
• Timely response to customer queries within defined TAT
• Achievement of collection and registration targets
• Accuracy and timeliness of Farvision updates
• Customer satisfaction and feedback score
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