Job Description:
Position Overview
The Post-Sales Executive will be responsible for managing all client interactions and documentation from the point of booking through to agreement registration and loan processing. This role ensures a smooth, transparent, and timely experience for clients after they have committed to a purchase, while coordinating closely with finance, legal, and banking partners.
Key Responsibilities
- Payment Follow-Up & Collection
- Follow up with clients for booking demand money as per the payment schedule
- Generate and share demand notices for the agreement stage
- Generate and issue piling demand notices
- Track pending payments and escalate delays to the sales/finance team
- Receipts & Financial Documentation
- Receive agreement money from clients and issue money receipts
- Receive piling money from clients and issue money receipts
- Maintain accurate records of all payments received and receipts issued
- Reconcile collections with the accounts/finance department
- Agreement Management
- Coordinate the drafting and generation of the sale agreement
- Liaise with the legal team to ensure timely agreement registration
- Share a copy of the registered agreement with the client
- Maintain a tracker of agreement status (drafted, registered, delivered) for each client
- Home Loan Coordination
- Assist clients in compiling and submitting required documents to banks/financial institutions for home loan processing
- Coordinate with bank representatives/DSAs to resolve documentation queries
- Follow up on loan disbursement status and update clients accordingly
- Client Relationship Management
- Act as the primary point of contact for clients post-booking
- Proactively update clients on payment due dates, agreement status, and loan progress
- Address client queries/concerns promptly and professionally
- Maintain a positive client experience to support referrals and repeat business
- Reporting & Coordination
- Maintain an updated MIS/tracker of all p
📌 Post-Sales / Customer Relations (Kolkata)
🏢 RECEX
📍 Kolkata