Onboarding Executive-CRM

JP Infra; Mumbai Suburban; On-site; INR 350,000 - 700,000; Full time

Job summary

JP Infra seeks a proactive Customer Onboarding specialist in Mumbai Suburban. You will own the post-sale journey, conduct welcome calls, share documentation, and become the main point of contact for customers throughout registration, sanctions, and loan coordination.

Responsibilities include managing CRM updates in SFDC, tracking documentation, coordinating with banking partners, and delivering regular updates. Ideal candidate communicates clearly and is proficient in MS Office.

Qualifications

• Strong communication skills.
• Proficiency in MS Office and standard office software.

Responsibilities

• Take complete ownership of customers immediately after booking.
• Conduct the Welcome Call
• Explain the complete post-sales journey to the customer.
• Share documentation and explain the next steps.
• Establish a strong relationship and become the customer's primary point of contact.
• Ensure the customer always knows what is pending and what happens next.
• Collect and track all required customer documents.
• Follow up for pending OCR, SDR and other documentation.
• Verify documents for completeness before submission.
• Coordinate with CRM and internal teams for discrepancies.
• Maintain an updated customer documentation tracker.
• Ensure there are no avoidable delays because of missed follow-ups.
• Drive customers towards registration within the committed timeline.
• Coordinate between customer, Sales, CRM and the banking teams.
• Identify potential delays well in advance and elevate them.
• Understand customer's loan requirement.
• Coordinate with banking team/DSA partners.
• Facilitate submission of loan documents.
• Follow up for sanction.
• Coordinate between customer and bank/DSA.
• Escalate loan delays that could affect registration.
• Maintain regular communication with customers.
• Provide proactive updates.
• Resolve or coordinate resolution of customer concerns.
• Manage escalations professionally.
• Ensure customers receive timely and accurate information.
• Update every customer interaction in SFDC.
• Maintain accurate customer status and milestone information.
• Maintain booking-to-registration pipeline.
• Track pending documentation, loan, payment and registration cases.
• Prepare daily/weekly MIS.

Skills

Communication

Tools

MS Office

Job description

Role & responsibilities

Customer Onboarding

• Take complete ownership of customers immediately after booking.
• Conduct the Welcome Call
• Explain the complete post-sales journey to the customer.
• Share documentation and explain the next steps.
• Establish a strong relationship and become the customer's primary point of contact.
• Ensure the customer always knows what is pending and what happens next.

Documentation & Compliance

• Collect and track all required customer documents.
• Follow up for pending OCR, SDR and other documentation.
• Verify documents for completeness before submission.
• Coordinate with CRM and internal teams for discrepancies.
• Maintain an updated customer documentation tracker.
• Ensure there are no avoidable delays because of missed follow-ups.

Registration Management

• Drive customers towards registration within the committed timeline.
• Coordinate between customer, Sales, CRM and the banking teams.
• Identify potential delays well in advance and elevate them.

Sanction/ Loan Coordination

• Understand customer's loan requirement.
• Coordinate with banking team/DSA partners.
• Facilitate submission of loan documents.
• Follow up for sanction.
• Coordinate between customer and bank/DSA.
• Escalate loan delays that could affect registration.

Customer Relationship Management

• Maintain regular communication with customers.
• Provide proactive updates.
• Resolve or coordinate resolution of customer concerns.
• Manage escalations professionally.
• Ensure customers receive timely and accurate information.

CRM & MIS

• Update every customer interaction in SFDC.
• Maintain accurate customer status and milestone information.
• Maintain booking-to-registration pipeline.
• Track pending documentation, loan, payment and registration cases.
• Prepare daily/weekly MIS.

Preferred candidate profile

• Communication
• MS Office