PURPOSE OF THE ROLE

Liaison between customer company, customer satisfaction, payment collections. In turn, help the growth of the company.

KEY RESPONSIBILITIES

1. To send welcome email to customers post receiving the booking form from site, follow up with

customers for agreement signing and send them agreement draft copy.

2. Prepare agreements, bank documents, possession handing over documents, credit / debit notes.

3. Coordinate with banker and customer for the payment release.

4. Sending our office representative to customer place for documentation and to banks for collecting

the disbursements.

5. For subsequent disbursements, send the progressive demand letters to customers.

6. Final settlements with customers before handing over the keys.

7. Registration related communication to customers.

8. Customer mail responses.

9. ERP updates in High-rise on day to day basis.

10. Payment collection from customers and bankers.

11. Attending inbound customer calls and solve their queries.

TEAM MANAGEMENT :-

Not applicable.

CUSTOMER INTERFACE

1. Unit related queries.





2. Brief through the agreement and documents.

3. Assisting in filling the TDS.

4. Finalizing modification if any in the given scope.

5. Tiles finalization.

6. Payment receipts.

7. Extract referrals.

INTER DEPARTMENT CO-ORDINATION

1. Coordinate with the architect department for agreement drawings and unit plans. To also ask for

clarity on any specific modifications required by customers from the architect team.

2. Coordinate with project team for customer tile forms and modification.

3. Coordinate with CRM team from site for inspection of individual flat before handover. To inform

the CRM team on site for handing over the keys after the final settlement is completed by the

customers.

4. Coordinate with QS/planning team on the tile quantity for customers to prepare the credit and

debit note.

5. Coordinate with accounts team on daily collection and customer cheque deposits on daily

📌 CRM Executive (Bengaluru)
🏢 Rohan Group
📍 Bengaluru