Crm Executive

Key Responsibilities

1. Payment Collections & Financial Operations

• Track construction stages and issue milestone-based demand letters, tax invoices, and payment reminders as per payment plans.
• Conduct regular follow-ups via phone, email, and meetings for pending dues, installments, and outstanding balances.
• Process payment receipts, credit notes, interest reconciliation, and home loan disbursement documentation with banks/NBFCs.
• Handle customer default/cancellation cases in coordination with the legal and management teams.

2. Documentation & Sales Administration

• Execute post-booking documentation, including Application Forms, Allotment Letters, and Builder Buyer Agreements (BBA).
• Complete client KYC verification and maintain accurate physical and digital customer master files.
• Assist clients with bank loan approvals by providing demand letters, NOCs, and project approvals.

3. Customer Service & Query Resolution

• Act as the single point of contact for customer inquiries regarding payment schedules, construction updates, and document status.
• Address customer grievances promptly to ensure high Customer Satisfaction (CSAT) scores.
• Facilitate site visits for existing buyers during key construction phases.

4. Handover & Possession Operations

• Issue Intimation of Possession (IOP), calculate final dues, and process possessional clearance documentation.
• Coordinate the final inspection, snagging/de-snagging process, and key handovers with the project delivery team.

5. Systems & Reporting

• Maintain real-time records of collections, aging reports, outstanding balances, and customer interactions in the CRM software (e.g., Salesforce, ERP, Vtiger, Sell.Do).
• Prepare Daily/Weekly/Monthly Collection Reports and aging analyses for management review.