AM/ DM/ Manager - Customer Relationship Management

Shapoorji Pallonji Group; Maharashtra; On-site; INR 600,000 - 1,000,000; Full time

Job summary

Shapoorji Pallonji Group is seeking an AM/DM/Manager - CRM in Kandivali, Mumbai. The role involves standardizing data, managing customer inquiries, and coordinating site visits to convert inquiries into clients.

The incumbent will lead CRM initiatives, handle customer follow-ups, and ensure timely documentation and MIS reporting to support sales objectives.

Qualifications

• Experience in CRM systems and data management.
• Strong communication and client coordination skills.
• Ability to analyze data and generate MIS reports.

Responsibilities

• Standardize data formats and MIS for the site.
• Coordinate with sales, finance, and engineering teams.
• Manage site visits, inquiries, and customer walkthroughs.

Job description

Position - AM / DM / Manager -CRM

Location - Kandivali, Mumbai

Roles & Responsibilities :

• To contribute to the overall standardization of data, formats and MIS
• To conceptualize & identify opportunities to create and implement customer delight
• Managing site visits and walk -ins during property exhibition.
• Managing web site and walk in enquiries.
• Follow up of all walk-in prospects and exhibition prospects and converting them to clients.
• To give product presentations and arrange site visits for clients and also accompany them to ensure better understanding of the product.
• Managing customer queries, negotiation with buyers, maintaining customer data and follow up with customers.
• Monitoring the invoices as per the site progress.
• Management of receivables, Coordination with accounts for tracking weekly and monthly collections.
• Completing formalities related to agreement and payment disbursement, Verifying agreements for registration.
• Tie up with HFIs concerning the new schemes, rate of interest, and follow up for clients loan disbursement.
• Formulating budgets, MIS reports, bookings and cancellations.
• Updation of data in ERP/ SAP (Sales Module).
• Co-ordination with the execution team, facility team for units to be ready for handing over possession.
• Inspecting of flats before handing over possession.
• To ensure prompt responsiveness on sales enquires (viz. customer calls, emails, walk-ins and other correspondence) so as to maximize sales conversions
• To monitor sales collections and ensure regular follow-up & sending demand notices for the same to red flag issues
• To analyze feedback from customers and the trends to sales queries and provide feedback to the Sales and Marketing teams
• To ensure complete and comprehensive documentation of all customer related records and ensure the database is centrally managed
• To ensure data entry and detailed filing of all documents received
• To ensure prompt dispatch of receipts for customer payments/ documents received
• To lead and implement customer delight initiatives – e.g. welcome kits for new customers
• To coordinate with Legal/ Finance/ Engineering teams on customer documentation related issues