Assistant Manager - CRM (Banking)

Panchsheel Buildtech

4 - 7 years

5 - 6 Lacs

noida

Posted:3 days ago| Platform:

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Skills Required

client coordination loan processing loan sanction disbursement crm software crm management documentation follow ups

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Title:

Industry:

We are seeking an experienced and results-driven Assistant Manager CRM (Banking) to join our team.

The ideal candidate should have strong experience in handling banking-related activities, especially home loan processes and customer coordination.

Key Responsibilities

Liaise with banks and financial institutions for customer home loan approvals.
Coordinate all documentation related to home loans, disbursements, and project approvals.
Manage home loan transfer cases whenever required.
Maintain updated customer records, follow-ups, and interactions in the CRM system.
Handle customer queries, grievances, and escalations with professionalism.
Ensure timely issuance of allotment letters, demand letters, and payment receipts.
Coordinate with internal departments (Sales, Accounts, Legal, Projects) for all customer-related matters.
Ensure timely collection of loan disbursements as per construction milestones.
Track the status of customer loans and provide regular updates.
Support RERA compliance related to payment updates, demand letters, and documentation.

Desired Skills and Experience

Must be presentable and possess strong communication skills.
Male/Female candidates can apply.
Preferably from the
Real Estate Industry
, with experience in residential/commercial projects.
Strong knowledge of CRM procedures in real estate.
Working knowledge of
ERP (Far Vision)
software is preferred.
Excellent communication skills in
English & Hindi
(spoken and written).
Strong verbal and written communication abilities.
Ability to be resourceful and proactive in handling issues.
Excellent organizational, multitasking, and time-management skills.
Positive customer service attitude.
Proficient in
MS Office
and
Advanced Excel
.

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