Senior Executive- CRM (Pune)

Senior Executive- CRM (Pune)

16 Aug
|
Tribeca Creators
|
Pune

16 Aug

Tribeca Creators

Pune

Key Responsibilities

1. Post-Sales Support
- Act as the primary point of contact for customers from booking to handover.
- Provide accurate, timely, and courteous responses to all client queries to ensure a seamless experience.

2. Documentation Management
- Coordinate preparation, verification, and execution of all post-sales documents, including Allotment Letters, Agreements for Sale, Registration documents, and related paperwork.
- Liaise with legal and sales teams to ensure compliance and accuracy.

3. Payment Tracking & Coordination
- Follow up with customers for milestone-based payments and ensure payment schedules are adhered to.
- Coordinate with the finance team for receipt issuance, reconciliation, and escalation of delays.

4. CRM System & Data Management
- Maintain updated and accurate customer records in the CRM system.
- Track follow-ups, reminders, communication logs, and project-wise client status.

5.



Handover & Possession Coordination
- Assist in unit readiness checks, snag identification and rectification follow-up.
- Coordinate with project, engineering, and facility management teams for smooth handovers.
- Ensure all possession documents and kits are ready and delivered professionally.

6. Client Interaction & Experience
- Deliver a high-touch, luxury-grade customer experience through polished communication and personalised attention.
- Conduct client meetings, project walkthroughs, and escalation handling with professionalism.

7. Reporting & MIS
- Prepare and share periodic MIS reports on client status, payments, registrations, escalations, handovers, and other KPIs with internal stakeholders.

📌 Senior Executive- CRM (Pune)
🏢 Tribeca Creators
📍 Pune

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