Customer Relationship Specialist

Ivy homes; Mumbai; On-site; INR 450,000 - 600,000; Full time

Job summary

Ivy Homes in Mumbai is seeking an Associate in CRM to manage end-to-end transaction handling and support customer loan processing. You will be the bridge between clients and Ivy Homes, ensuring a seamless experience from initiation to registration and closure.

Strong English communication is essential; Hindi, Marathi, or other languages are a plus. 1–5 years of experience in CRM or related roles are preferred. Willingness to travel for registrations and coordination is expected.

Qualifications

• Minimum 1 year of experience in CRM or customer relationship roles preferred.
• Experience in loan processing is a plus.
• Strong written and verbal communication skills in English; multilingual ability is an advantage.

Responsibilities

• Own end-to-end transaction handling from initiation to completion.
• Provide loan processing support and liaison with banks.
• Maintain accurate CRM records and client communications.
• Collaborate with internal teams to meet customer needs.
• Ensure high customer satisfaction and timely issue resolution.
• Coordinate with banks, legal teams, and authorities for smooth closures.
• Support field operations and on-ground coordination for registrations.

Skills

CRM experience

Loan processing

Client communication

Data management

Stakeholder coordination

Job description

Welcome to the future of Real Estate Transactions!

Ivy Homes is a realty tech start-up redefining how people buy and sell homes. The product is a merger of traditional real estate maturity and cutting-edge technology. With the power of machine learning and engineering, we have a unique advantage that no other company in real estate has.

The problem Ivy Homes is trying to solve is the first of its kind in India; you’ll be in the front seat of disruption of real estate using AI/ML/software. With the help of AI & ML, Ivy Homes is using data from various channels across industries to predict the prices of an apartment.

As a nextgen entity, Ivy Homes is building systems for handling millions of GBs of data, which has to be safely stored over the years to find trends in the housing market.

Our core team comprises IIT and IIM alumni with excellent business and technology acumen. We are backed by marquee Venture Capitalists in the ecosystem, including Y-Combinator, Khosla Ventures, Global Founders Capital and Venture Highway. We are expanding our team and looking for enthusiastic people to join us on this journey.

ASSOCIATE - CRM - ROLE SUMMARY

As an Associate in our Customer Relationship Management (CRM) team at Ivy Homes, 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, and knowing Hindi, Marathi or any one other language is an 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.