Key Responsibilities

1.

Payment

Collections &

- Financial Operations

- Track construction stages and issue milestone-based demand letters, tax invoices, and payment reminders as per payment plans.

- Conduct regular follow-ups via phone, email, and meetings for pending dues, installments, and outstanding balances.

- Process payment receipts, credit notes, interest reconciliation, and home loan disbursement documentation with banks/NBFCs.

- Handle customer default/cancellation cases in coordination with the legal and management teams.

2. Documentation &

- Sales Administration

- Execute post-booking documentation, including Application Forms, Allotment Letters, and Builder Buyer Agreements (BBA).

- Complete client KYC verification and maintain accurate physical and digital customer master files.

- Assist clients with bank loan approvals by providing demand letters, NOCs, and project approvals.

3.

Customer

Service &

- Query Resolution





- Act as the single point of contact for customer inquiries regarding payment schedules, construction updates, and document status.

- Address customer grievances promptly to ensure high Customer Satisfaction (CSAT) scores.

- Facilitate site visits for existing buyers during key construction phases.

4. Handover &

- Possession Operations

- Issue Intimation of Possession (IOP), calculate final dues, and process possessional clearance documentation.

- Coordinate the final inspection, snagging/de-snagging process, and key handovers with the project delivery team.

5. Systems &

- Reporting

- Maintain real-time records of collections, aging reports, outstanding balances, and customer interactions in the CRM software (e.g., Salesforce, ERP, Vtiger, Sell.Do).

- Prepare Daily/Weekly/Monthly Collection Reports and aging analyses for management review.

📌 Crm Executive (Thane)
🏢 SRM Infratech Solutions
📍 Thane