18 Sep
|
Invoria Global Solutions
|
India
18 Sep
Invoria Global Solutions
India
Department : CRM / Customer Relationship Management Work Locations: Project Site (ORR-5, Dundigal); Head Office (Begumpet) Work Mode : In office, 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).
Transparent communication in Telugu, Hindi and English; solid MS Excel/Word skills.
📌 Crm Executive Hyderabad (India)
🏢 Invoria Global Solutions
📍 India