17 Sep
|
Invoria Global Solutions
|
Hyderabad
17 Sep
Invoria Global Solutions
Hyderabad
Department: CRM / Customer Relationship Management
Work Locations: Project Site (ORR-5, Dundigal); Head Office (Begumpet)
Work Mode: On-site, daily
Experience Required: Minimum 2 years in real estate CRM, onboarding, documentation, reconciliation or post-sales servicing
Reports To: Director / Head Office Coordination
Compensation: Fixed monthly salary (30k – 40k PM) + incentives: 5% on referral-sourced sales, 7% on self-sourced (self-sale) sales. Travel allowance offered for the onboarding/project-site stage.
Role Purpose
Own the complete customer journey at Kura Homes - from onboarding a newly booked customer through to account reconciliation, ongoing CRM record-keeping, and final possession handover.
Key Responsibilities
• Onboard every newly booked customer into the CRM system immediately after booking confirmation, post conducting all booking formalities.
• Collect and verify KYC, income and co-applicant documents required for booking.
• Prepare booking form, Agreement of Sale (AOS), cost sheet and other documents accurately.
• Coordinate dispatch of welcome gifts and track completion for every booking.
• Open and manage new customers' home loan cases end-to-end — login through disbursal — liaising with bank contacts.
• Maintain an onboarding tracker (documents, AOS, gifts, loan stage) until the file is complete.
• Reconcile customer payment accounts against schedules, disbursals and adjustments.
• Follow up on outstanding/overdue payments and resolve mismatches.
• Keep customer files (agreements, receipts, disbursal letters) updated and audit-ready.
• Update CRM records after every payment or account status change.
• Prepare demand letters, statements of account and payment reminder communication.
• Support periodic flat-file audits, closing documentation gaps in older files.
• Prepare possession-stage documents (NOC, handover charges) as customers near handover.
Required Skills & Qualifications
• Minimum 2 years' experience in real estate CRM, onboarding, documentation, or accounts reconciliation / post-sales servicing.
• Strong document verification skills and numerical accuracy under time pressure.
• Working knowledge of home loan processes (login to disbursal) and real estate documentation (AOS, KYC, disbursal tracking).
• Clear communication in Telugu, Hindi and English; robust MS Excel/Word skills.
📌 CRM Executive (Hyderabad)
🏢 Invoria Global Solutions
📍 Hyderabad