Key Responsibilities
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.
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.
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.
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.
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 (India)
🏢 SRM Infratech Solutions
📍 India