Senior Executive - CRM

• Prepare and issue Welcome Letters, Allotment Letters, Payment Plans, Demand Letters, Receipts and other post-sale documents to customers.
• Ensure timely payment collection, follow up on outstanding dues and maintain accurate customer account records.
• Conduct account reconciliation and manage systematic follow-ups for payments.
• Respond to customer queries professionally via phone and email, helping resolve concerns related to documentation and payment.
• Send payment reminders and coordinate next steps with customers.
• Support the registration process and coordinate documentation flow for smooth closures.
• Meet customers (as needed) to address document or payment-related issues directly.
• Coordinate with banks/financial partners for payment disbursements or home-loan coordination.
• Propose solutions and initiatives to streamline workflows and improve customer experience.

Requirements

• Strong verbal and written communication skills with a customer-first attitude.
• Highly organized, detail-oriented approach to documentation and account management.
• Ability to handle customer follow-ups, reminders, and reconciliations proactively.
• Professional phone and email communication with customers and internal stakeholders.
• Comfortable meeting customers as needed.
• Experience coordinating with banks or financial institutions is a plus.
• Ability to suggest workflow improvements or customer service enhancements.

lavan@sumadhuragroup.com