Senior Executive - CRM

Rohan Builders; Bengaluru; Presencial; INR 420 000 - 650 000; Tempo integral

Resumo da oferta

Rohan Builders in Bengaluru is seeking an experienced CRM/Sales operations professional with 5-8 years in real estate to liaise between customers and the company, manage agreements, payments, and documentation, and ensure timely handovers.

The role involves coordinating with architects, project teams, CRM, accounts, and legal departments, updating ERP daily, and delivering accurate customer communications and reports while supporting collection efforts.

Qualificações

• Proficiency in MS Office and ERP systems.
• Experience with bank formalities and legal documentations, including RERA.
• Strong communication and drafting skills.

Responsabilidades

• Send welcome emails to customers after booking form and follow up for agreement signing.
• Prepare agreements, bank documents, possession handing over documents, and credit/debit notes.
• Coordinate with bankers and customers for payment release.
• Dispatch our office representative for documentation and disbursement collection.
• Send progressive demand letters for subsequent disbursements.
• Assist in final settlements before handing over keys.
• Handle registration related communications to customers.
• Update ERP in High-rise on a day-to-day basis.
• Attend inbound customer calls and resolve queries.

Conhecimentos

MS Office

ERP systems

Bank formalities

RERA

Legal documentations

Communication

Drafting

Ferramentas

None

Descrição da oferta de emprego

5 - 8 Years

Permanent

Job Description

PURPOSE OF THE ROLE

Liaison between customer & company, customer satisfaction, payment collections. In turn, help the growth ofthe company.

KEY RESPONSIBILITIES

1. 1. To send welcome email to customers post receiving the booking form from site, follow up with
2. customers for agreement signing and send them agreement draft copy.
3. 2. Prepare agreements, bank documents, possession handing over documents, credit / debit notes.
4. 3. Coordinate with banker and customer for the payment release.
5. 4. Sending our office representative to customer place for documentation and to banks for collecting
6. the disbursements.
7. 5. For subsequent disbursements, send the progressive demand letters to customers.
8. 6. Final settlements with customers before handing over the keys.
9. 7. Registration related communication to customers.
10. 9. ERP updates in High-rise on day to day basis.
11. 10. Payment collection from customers and bankers.
12. 11. Attending inbound customer calls and solve their queries.

TEAM MANAGEMENT :-

Not applicable.

CUSTOMER INTERFACE

1. 2. Brief through the agreement and documents.
2. 3. Assisting in filling the TDS.
3. 4. Finalizing modification if any in the given scope.
4. 6. Payment receipts.
5. 7. Extract referrals.

INTER DEPARTMENT CO-ORDINATION

1. 1. Coordinate with the architect department for agreement drawings and unit plans. To also ask for
2. clarity on any specific modifications required by customers from the architect team.
3. 2. Coordinate with project team for customer tile forms and modification.
4. 3. Coordinate with CRM team from site for inspection of individual flat before handover. To inform
5. the CRM team on site for handing over the keys after the final settlement is completed by
6. customers.
7. 4. Coordinate with QS/planning team on the tile quantity for customers & to prepare the credit and
8. debit note.
9. 5. Coordinate with accounts team on daily collection and customer cheque deposits on daily basis.
10. 6. Coordinate with legal department for any legal queries from customers / bankers.

REPORTS

1. 1. Pending agreement report weekly.
2. 2. Project wise customer collection report daily.

KEY DELIVERABLES / PERFORMANCE MEASURES

1. 1. Reply to customers on calls and emails.
2. 3. Number of the agreements executed on weekly basis.
3. 4. Effort to achieving monthly targets.
4. 5. Regularity in attendance.

KEY CHALLENGES

1. 1. Obtaining project NOC on time.
2. 2. To clear the difference committed from sales team with the customer.
3. 3. Time taken to address pending issues in the unit.

IDEAL CANDIDATE FOR THE ROLE

Knowledge

MS office, ERP systems, Bank formalities

and Legal Documentations, RERA

requirement.

Skill

communication, drafting.

Job Snapshot

Updated Date 15-09-2021

Job ID Job_227

Department Sales and CRM

Location