Homeloan/CRM Manager - Real Estate

2 - 4 years

2 - 3 Lacs

Vasai

Posted:2 days ago| Platform: Naukri logo

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Skills Required

CRM KYC documents financial management legal process Mortgage Loan

Work Mode

Work from Office

Job Type

Full Time

Job Description

Roles and Responsibilities Make welcome calls to customers as per company protocols and ensure a positive onboarding experience. Follow up with customers for timely payments and property registration based on defined project milestones. Escalate concerns or delays to relevant departments to ensure timely resolutions. Achieve collection targets and maintain regular communication with clients and sales teams through CRM and other sales tools. Manage the legal process related to stamp duty and registration. Verify sale agreements and ensure proper documentation and record-keeping of all agreements and registrations. Oversee the entire customer journey, including agreement formalities, payment collections, sale deed registrations, and final handovers. Keep track of project-wise possession and maintenance status. Handle home loan-related queries, eligibility checks, and documentation support. Liaise with banks and home finance companies for loan approvals, especially for self-employed customers. Ensure timely follow-up with customers for KYC documents and loan-related paperwork. Prepare cash receipts by appropriately bifurcating the principal amount and applicable taxes. Maintain up-to-date customer booking details in the CRM, including statutory payments like GST, stamp duty, registration charges, legal fees, etc. Address and resolve customer queries related to outstanding payments, interest calculations, loan progress, and related matters. Coordinate with financial institutions for project and home loan approvals. Perform any additional tasks or responsibilities assigned by management to support business goals.

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