Manager / TL - CRM (Pune - Manjri)

Description : The role oversees various aspects of customer interaction and process management for the assigned project. This role involves ensuring smooth onboarding of customers, obtaining financial approvals, resolving complex queries, addressing escalations, and overseeing documentation and handover procedures. Additionally, the CRM Project Lead is also responsible for customer engagement efforts and timely payment collection. Purpose: To lead customer relationship management initiatives for the designated project, ensuring an exceptional customer experience while adhering to established processes. Principal Accountabilities Customer Experience - Conduct regular reviews to ensure timely completion of customer onboarding formalities, monitoring each step of the process for adherence to deadlines and standards. Obtain required financial approvals for the assigned project from major financial institutes/ banks so that loan approval process for customers can be initiated. Keep up to date FAQ documents for easy reference in addressing customer queries for faster resolution. Guide the team in resolving complex queries in collaboration with various stakeholders. Take ownership of all escalations received from customers, addressing their concerns promptly and effectively to ensure a positive resolution and maintain customer satisfaction. Review sales agreements and allotment letters meticulously, ensuring accuracy and completeness, and providing the necessary sign-off to authorize their validity and completion. Supervise on time completion of handover and registration procedures while ensuring that the handover experience meets predefined quality standards. Drive customer retention efforts and intervene as and when necessary. Customer Engagement - Collaborate with the regional lead to prepare the engagement calendar for assigned projects, seeking their inputs, and obtaining sign-off on the calendar. Take charge of implementing events according to the engagement calendar for the assigned project, ensuring timely execution. Analyze feedback received and incorporate necessary adjustments in the execution of future events through discussions with the regional lead, aiming to enhance effectiveness and customer satisfaction. Monitor the referrals received and actively encourage the generation of more referrals. Monitor collections for the assigned project, ensuring adherence to due dates, and intervene as necessary. Invoicing & Collection - Prepare the annual revenue forecast and share it with the regional lead. Prepare annual budget for billing and collection in coordination with sales and operations teams for the project and submit to Region CRM Lead. Monitor and drive on time collections for the project. Supervise legal actions for overdue payment cases, ensuring their resolution and closure. Documentation & Reporting - Monitor adherence to documentation maintenance according to standard guidelines and conduct periodic audits to ensure compliance. Oversee the timely and accurate submission of MIS reports for the project with respect to CRM activities. Continuous Improvements Conduct root cause analysis for all deviations observed and proposed CAPA. Seek sign off from the Region CRM Lead on the CAPA and implement the same People Management - Assist, guide and monitor team members in their day-to-day affairs. Ensure that team is well equipped with the required knowledge and skills to perform their job. Motivate team members for better performance. Address team's issues or grievances.