Associate Customer Relationship Management

Cephas Consultancy Services Private Limited; Mumbai; On-site; INR 320,000 - 520,000; Full time

Job summary

Cephas Consultancy Services Private Limited is seeking an Associate - CRM to manage end-to-end customer transactions and support loan processing. You will liaise between clients and banks, ensuring smooth registrations and timely closures, with strong written and spoken English and regional language advantage.

The role is on-site in Mumbai, India, requiring 1–5 years of CRM or related experience and a client-centric, detail-oriented approach to data management and stakeholder collaboration.

Qualifications

• Years of experience in CRM or related fields (1-5 years)
• Strong English communication, with Hindi/Marathi an advantage
• Organisational and data management skills
• Ability to learn new CRM systems quickly
• Team player with collaborative mindset
• Detail-oriented with client-focused approach
• Customer-centric attitude and problem-solving skills

Responsibilities

• Take ownership of end-to-end transaction handling from initiation to completion
• Assist customers with loan processing and act as bridge between customers and banks
• Communicate with clients clearly, providing updates and addressing concerns
• Maintain accurate customer interactions and project progress in the CRM system
• Coordinate with internal teams to meet customer needs and project timelines
• Ensure high levels of customer satisfaction and timely issue resolution
• Liaise with banks, legal teams, and authorities to ensure smooth processing and closures
• Willingness to travel for on-ground registrations and banking processes

Skills

CRM

Communication

Loan processing

Data management

Customer service

Stakeholder liaison

Job description

Associate Customer Relationship Management

About this position

Skills Required

Customer Relationship Management (CRM)

Communication Skill

Job Function

Customer Relationship Management

Work Mode

On-site

Experience Required

1 - 5 years

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Job Description

ASSOCIATE - CRM - ROLE SUMMARY

As an Associate in our Customer Relationship Management (CRM) team, you will play a pivotal role in managing end-to-end transaction handling and facilitating customer loan processing. You'll be the bridge between our clients and Ivy Homes, ensuring a seamless experience from completing the process for purchasing a property till its sale is completed. Your effective communication, both oral and written, will be vital in assisting clients and ensuring registration is done smoothly.

WHAT WILL YOU DO?

• End-to-End Transaction Handling:Take ownership of projects from initiation to completion, ensuring all customer requirements are met and projects are executed seamlessly.
• Loan Processing Support:Assist customers in processing loans, providing guidance and support by being a bridge between the customers and the Banks.
• Communicating with clients:Communicate with clients, both verbally and in writing, to understand their needs, provide updates, and address any concerns promptly.
• Data Management:Maintain accurate and up-to-date records of customer interactions and project progress in the CRM system.
• Collaboration with clients:Collaborate with internal teams to ensure all customer needs are met and projects are executed efficiently.
• Customer Satisfaction:Ensure a high level of customer satisfaction by addressing inquiries, resolving issues, and providing exceptional service.
• Liaisoning & Stakeholder Management:Build and maintain strong liaisoning networks with banks, legal teams, government authorities, and other stakeholders to ensure smooth transaction processing and timely closures.
• Field Operations & Coordination:Be willing to travel and handle on-ground coordination whenever required for registrations, documentation, banking processes, and overall transaction management to ensure seamless execution.

WHAT DO YOU NEED TO BRING TO THE TABLE?

• Years of Experience:While prior experience in a similar role in the real estate industry is preferred, it's not mandatory. Experience in customer relationship management and loan processing is a plus.Preferred 1-5 years of experience.
• Communication Skills:Proficiency in English is essential, andknowing Hindi, Marathi or any one other language isan advantage. Strong verbal and written communication skills are crucial for effective customer interactions and project management.
• Organisational Skills:Good organisational skills to manage projects and customer data efficiently.
• Quick Learner:The ability to learn and adapt to new CRM systems and processes.
• Team Player: The ability to work collaboratively with multiple stakeholders to ensure customer needs are met.
• Detail-oriented: A keen eye for detail to maintain accurate customer records and project documentation.
• Customer-Centric:A commitment to providing excellent service and ensuring customer satisfaction.