Client Relationship Manager

Role & responsibilities

• Monitoring daily sales applications for assigned project and ensure KYC documents are maintained as per process.
• Ensure validation of applications received as per KYC/ Total Cost of unit with 100% accuracy & data is keyed in master sheet of the respective projects.
• Enusre the project AOS, TPT & Bank Documents, Demand letters & Other Bank documents are prepared for each customer.
• Coordinating with bankers for documentation and payment disbursements, executing APFs for new banks.
• Monitoring collections as per the targets & ensure 100% targets are achieved on monthly basis.
• Respond and address customer queries (1st Level Escalations).
• Coordinate with banks and customers & ensure the payments are received as per the demand letter.
• Ensure to maintain health ratio of collections and the total outstanding amount is collected at regular intervals
• Co-ordinate with sales team to seek clarifications & updates.
• Coordinate with collection executive & document writer for booking a slot for registration & complete registration on given date.
• Registration sale deed preparation and get it vetted with the concerned.
• Prepare Full & Final Settlements & get it to audited, once audit is complete hand over to accounts team for settlements & corpus fund transfers to the society.
• Extendeding the support to the liaison team in formation of society & help in documentation.
• Perodic review of overdue amount of more than 30+ & 60+ days & ensure it is collected on immediate basis.
• Responsible for retaining the customers in dilemma of cancellation
• Monthly MIS meeting with Exceutive Vice president.

Preferred candidate profile

• Knowledge on Microsoft office
• Experience in analysing the data
• Strong aptitude
• MBA with a specialization in Finance or Equivalent to Post Graduation
• Experience in customer handling role or collections.
• Great negotiation and problem-solving skills