CRM Professional

Customer Experience - Verify booking forms to ensure all customer data is accurately
entered, and cross-check details with the cost sheet and payment plan. Prepare allotmentletters and sales agreements, and submit them for review. Handle cancellation processesefficiently, ensuring all formalities are completed. Update and manage customer profilechanges as requested. Assist customers with bank loan processing by providing necessarydocuments and addressing their queries in close coordination with the finance and legalteams. Coordinate with relevant stakeholders to schedule appointments for registrationformalities. Assist customers with utility name changes during transfers. Provide inputs to the front-end team for resolving customer queries.

Customer Engagement - Assist in drafting all communications for engagement events and
submit them for review. Support in executing customer engagement activities as per assigned activities. Collate feedback received regarding engagement events and submit it to the CRM Project Lead.

Invoicing & Collection - Generate and issue invoices/demands within agreed timelines to all
customers. Confirm receipt of payments and inform customers promptly. Verify paymentstatus in collaboration with front end team. Generate reminder letters in accordance to SOPand submit to front end team for issuance to customers. Share quarterly account statementsand collaborate with the accounts team to resolve any issues. Initiate final billing proceduresduring unit handover, reconcile all TDS payments, and issue necessary NOCs whilecollaborating closely with the Finance team. Generate sale deeds and other possession-related documents during the handover process. Document and verify customer informationfor the creation of sales orders, and initiate the first billing of the customer post-booking.

Documentation & Reporting - Validate customer accuracy within the customer database.
Upload customer documents/information on the app according to timelines. Prepare variousMIS reports and submit them to relevant stakeholders within agreed timelines. Maintaindocumentation for all customers and ensure it is uploaded accurately.

Exp.- 5 to 15 Years