Customer Relationship Executive

Job TitleExecutive / Sr. Executive / Lead Executive / Asst. Manager / Dy. ManagerDepartmentChannel SalesReports ToDirector Sales & MarketingLocationBavdhan, PuneEmployment TypeFull-Time
About us
Venkatesh Buildcon Group is a leading real estate developer with over two decades of experience in creating premium residential spaces that enhance lifestyles and deliver long-term value. Built on trust, integrity, and quality, the company has helped countless families fulfill their dream of owning a home. We believe modern homes should offer more than just infrastructure they should reflect comfort, aspiration, and evolving lifestyles. With thoughtfully designed projects, strategic locations, and contemporary amenities, Venkatesh Buildcon Group continues to develop vibrant communities tailored to the needs of millennials, professionals, and growing families across emerging urban landscapes.
To know more, visit us at https://venkateshbuildcon.com
Position Overview

To manage and coordinate the end-to-end customer transaction lifecycle from booking to possession, including customer documentation, agreements, demand and payment coordination, home-loan and banking coordination, registration, cancellations/transfers, RERA-related documentation and post-sales customer support.

The role requires close coordination with Sales, Finance, Legal, Projects, CRM, Banks, Customers, Consultants and Government/Registration Authorities to ensure timely, accurate and compliant completion of customer transactions.

Key Responsibilities

Customer Relationship & Transaction Management

• Handle customer queries and provide timely resolution throughout the transaction lifecycle.
• Attend customers visiting the Head Office/site office and coordinate resolution of transaction-related queries.
• Manage customer requests related to booking, allotment, agreement, payment, registration, cancellation, transfer and possession.
• Coordinate with Sales and Finance teams to ensure smooth customer transactions.
• Maintain accurate customer records, correspondence and transaction status in CRM/ERP.
• Ensure timely follow-up on pending customer actions and

documentation.

Agreement & Documentation Management

• Prepare, verify and coordinate execution of Agreements for Sale, Allotment Letters, Demand Letters, NOCs and other customer documents.
• Verify customer, unit, consideration, payment and project details before document issuance.
• Coordinate agreement execution with customers, Sales, Legal and Finance teams.
• Prepare and coordinate stamp duty, registration fee and TDS-related documentation/challans.
• Ensure proper indexing, filing and digital archiving of executed customer documents.
• Coordinate correction, modification or re-execution of documents

wherever required.

Registration & Government Compliance

• Coordinate end-to-end agreement/document registration with customers, legal representatives and registration authorities.
• Coordinate appointment scheduling and required documentation for registration.
• Ensure availability and verification of required KYC and property documents.
• Maintain registration trackers and monitor pending/overdue cases.
• Coordinate with Legal/Compliance teams for MahaRERA and applicable statutory requirements.
• Support preparation and submission of documents required for RERA

and statutory compliance.

Collections & Payment Coordination

• Monitor customer payment schedules against the agreed payment plan and construction-linked milestones.
• Coordinate issuance of demand letters and payment reminders.
• Follow up with customers and Sales teams for outstanding payments.
• Coordinate payment clearance from booking through possession.
• Track receipts, outstanding amounts, TDS and other transaction-related financial entries in coordination with Finance.
• Escalate overdue/high-value accounts as per the defined collection

matrix.

Home Loan & Banking Coordination

• Coordinate with banks and financial institutions for customer home-loan processing.
• Facilitate submission of customer KYC, property and project documents required by banks.
• Coordinate with banking teams for sanction, disbursement, legal/technical verification and pending documentation.
• Resolve documentation queries raised by banks in coordination with Legal, Finance and Project teams.
• Track home-loan cases from application to final disbursement.
• Coordinate collection of bank NOCs, statements and other finance-related documents.

Legal & Property Documentation Support

• Coordinate with internal and external Legal teams for customer and project documentation.
• Support scrutiny and compilation of property/project documents for transactions, acquisitions and banking requirements.
• Coordinate preparation/retrieval of title/search reports, sale deeds, allotment documents and other property-related records through authorized legal teams.
• Maintain proper documentation of legal queries, approvals and

closures.

• Coordinate retrieval of drawings, approvals, certificates and other project documents required for customer, legal and banking purposes.
• Ensure confidentiality and secure handling of sensitive legal and customer documents.

Finance & Project Finance Coordination

• Coordinate with Finance for customer receipts, outstanding payments, TDS and transaction reconciliation.
• Support submission of required project documents to banks/financial institutions.
• Coordinate project finance documentation and information requirements with Finance and Project teams.
• Facilitate collection of required project drawings, approvals, certificates, bills and supporting documents from project sites.
• Coordinate with authorized teams for RERA account/escrow-related documentation and transaction records.
• Assist in providing vendor/supplier payment information to banks

wherever required by the project finance process.

Cancellation, Transfer & Customer Requests

• Process customer requests relating to cancellation, transfer, nomination, modification and other transaction changes.
• Verify required documents and approvals before processing requests.
• Coordinate commercial, legal and financial clearances for customer requests.
• Maintain transaction-wise approval and closure records.
• Ensure compliance with company policies, contractual terms and applicable regulations.

MIS, Reporting & Process Control

• Maintain daily/weekly/monthly MIS for customer transactions and documentation.
• Track:

a) Agreement status
b) Registration status
c) Collection/payment status
d) Home-loan status
e) Cancellation/transfer cases
f) Pending customer documents
g) Legal queries
h) Bank queries
i) RERA/statutory documentation

• Prepare management reports and exception reports.
• Maintain accurate physical and digital records.
• Ensure timely closure of pending cases as per defined TAT/SLA.
• Identify recurring transaction issues and recommend process improvements.

What You Bring (Requirements)

Industry Experience03 - 08 Years (Experience requirement might negotiable w.r.t. role seniority)

Technical Competencies

• Good knowledge of Pune real-estate customer transaction processes.
• Working knowledge of MahaRERA requirements and real-estate documentation.
• Understanding of Agreement for Sale, Allotment Letter, NOC, demand letters and registration processes.
• Understanding of stamp duty, registration charges and TDS applicable

to real-estate transactions.

• Knowledge of home-loan and bank disbursement processes.
• Working knowledge of customer collections and reconciliation.
• Good understanding of CRM/ERP-based transaction management.
• Strong proficiency in MS Excel, Word and PowerPoint.
• Ability to maintain MIS, trackers and transaction dashboards.

Behavioral Competencies

• Strong customer-handling and communication skills.
• Excellent coordination and follow-up capability.
• High attention to detail and documentation accuracy.
• Strong ownership and accountability.
• Ability to manage multiple transactions simultaneously.
• Ability to work under deadlines and handle sensitive/confidential information.
• Problem-solving and escalation management capability.
• Process-oriented and compliance-focused approach.

Preferred Industry Exposure

• Experience & Domain Expertise: Proven in Real Estate, Construction, or Property Development, preferably with Pune-based residential or commercial developers.
• Core Functional Skills: Strong expertise in CRM, post-sales customer transactions, collections, home-loan coordination, and MahaRERA-compliant documentation/Agreements for Sale.
• E2E Lifecycle Ownership: Proven track record in managing the customer journeyfrom booking, registration, payment realization, and possession.
• Stakeholder & Operational Excellence: Demonstrated ability to coordinate seamlessly across Legal, Finance, Banking, and Sales teams

to resolve cases within tight TATs with high documentation discipline.

Educational QualificationEssential

• Bachelor's Degree in Commerce, Business Administration, Management, Law or a related discipline.

Preferred

• MBA / PGDM / relevant real-estate certification.
• Certification or practical training in MahaRERA / Real Estate Documentation / Property Registration will be an advantage.

Why Join Us?
We believe our people are the foundation of our success. We offer a dynamic and growth-oriented work environment where innovation, collaboration, and ownership are encouraged. Employees get the opportunity to work on impactful real estate projects, develop cross-functional expertise, and grow alongside an evolving organization. With a culture built on integrity, performance, and continuous learning, we are committed to empowering talent, recognizing contributions, and creating meaningful career growth opportunities for professionals who aspire to make a lasting impact.