CRM-Real estate
View: 108
Update day: 28-05-2024
Location: Bengaluru / Bangalore Karnataka
Category: Real Estate
Industry:
Job content
No. Key Accountabilities/Responsibilities
1. Customer Interaction and engagement for Onboarding, Collections, Registrations, Possessions and Cross
sell of Company Products. Handling escalations and providing resolutions to customers. Ensuring Constant
Engagement and communication with assigned customers with 100% contactability.
2. Booking forms Management - BF Tracking/BF / KYC / Payment Plan / Price sheet /Identify Payment
(RTGS/NEFT/CHQ/CRDS) / NFA Check and Approvals /Entry in ERP. Allotment Letters EOI Letters - Printing
and Handover to Front office , Sale Agreement Processing - AFS Printing and Handover to Front End for
Handover, Modifications and Funds Transfers - Only Re- Allotments/ Cancellations / Payment Plan Change
3 ERP Management - Inventory / Payment Plan / Pricing Plan / Customization Activity and Transaction
Management - Entries Cheques / RTGS/NEFT/Card Payments / TDS – Entry by CRM and Verification by
Accounts. Receipts generation and Printing of all payments and handover to Front end for Stamping and
Despatch . Time linked Demands, Construction Linked Demands – Basis Clearance from Projects along with
Architect Certificate. Possession Demands -Basis Clearance from Projects along with OC. Reminders –R-
1/R-2/ Pre cancellation / Final Cancellation
4 Processing Pre handover / TPR (Timely Payment Rebate)/ Subvention / Refunds - Monthly / Quarterly AR
(Assured Returns) / TPR Cheques in lieu of subvention plan. Post-Handover. Processing of Post-Handover
pay-outs to customers across all projects
5 Banking Support -TPA and PTM – Vetting and signing of Documents and handover to CRM Front office
Team. Bank NOC -Request to Finance / Tracking / Receipt / Kept on record /Share with Front End Team /
Banking RM – Rate Difference calculation and Raising Approval to Finance for Differential FT to lending
Bank in line with Booking Rate and Bank Stipulated Rate
6 Comfort / Construction / Parking Letters/ AR (Assured Returns) Covering - Issue of letters basis Approved
NFA and handover to Customer Experience Team
7 Registrations - AFS (Agreement For Sale) - Preparation of Document / Vetting / Signing and coordination
with Registration Agent; AFS Rectifications / AFS Covering Letters. RD (Registration Document after OC) -
Preparation of Document / Vetting / Signing and coordination with Registration Agent / RD Covering
Job Description -HR-2023
Letters. Transfers - Transfers/ Name addition/ Deletion / Mutation -Change of ownership – Verification of
Documents and approvals as per SOP and incorporating the changes in ERP Accordingly.
8 Possessions Documentation - No Dues from Accounts for Payment Clearance -Preparation of Document /
Vetting / Signing and coordination with Front End Team and documenting the acceptance of possession
letter in customer file. Maintenance Agreements - Maintain the Inventory / Retain and documenting the
signed agreements received from CRM Front End Team
9 Brokerage Management – Broker Registration the ERP / invoice checking / Processing the Eligibility and
printing the documents /Follow up with Accounts / Payment to Brokers / Query / Relationship
Management with Brokers
10 Filing / Store Management / Despatch/ Scanning of Documents /Upload- Filing the Customer documents in
order and maintain the record room with proper indexing and retrievability. Dispatch Register
Maintenance / Electronic upload of all scanned documents / Courier Bill Payments / Coordination with
Accounts
Experience & Educational Requirements
EDUCATIONAL QUALIFICATIONS:(Degree, training, or
certification required)
Any graduate/ post-graduate degree
(Customer Service training/ certification an added
advantage)
RELEVANT EXPERIENCE:
(no. of years of technical, functional, and/or leadership
experience or specific exposure required)
3 years of experience in the area of CRM
Job Type: Full-time
Schedule:
- Day shift
Ability to commute/relocate:
- Bangalore, Karnataka: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor’s (Preferred)
Experience:
- total work: 3 years (Preferred)
Speak with the employer
+91 6303771449
Deadline: 12-07-2024
Click to apply for free candidate
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