Role & responsibilities

Customer Onboarding

- Take complete ownership of customers immediately after booking.

- Conduct the Welcome Call

- Explain the complete post-sales journey to the customer.

- Share documentation and explain the next steps.

- Establish a robust relationship and become the customer's primary point of contact.

- Ensure the customer always knows what is pending and what happens next.

Documentation & Compliance

- Collect and track all required customer documents.

- Follow up for pending OCR, SDR and other documentation.

- Verify documents for completeness before submission.

- Coordinate with CRM and internal teams for discrepancies.

- Maintain an updated customer documentation tracker.

- Ensure there are no avoidable delays because of missed follow-ups.

Registration Management

- Drive customers towards registration within the committed timeline.

- Coordinate between customer, Sales, CRM and the banking teams.

- Identify potential delays well in advance and escalate them.

Sanction/ Loan Coordination





- Understand customer's loan requirement.

- Coordinate with banking team/DSA partners.

- Facilitate submission of loan documents.

- Follow up for sanction.

- Coordinate between customer and bank/DSA.

- Escalate loan delays that could affect registration.

Customer Relationship Management

- Maintain regular communication with customers.

- Provide proactive updates.

- Resolve or coordinate resolution of customer concerns.

- Manage escalations professionally.

- Ensure customers receive timely and accurate information.

CRM & MIS

- Update every customer interaction in SFDC.

- Maintain accurate customer status and milestone information.

- Maintain booking-to-registration pipeline.

- Track pending documentation, loan, payment and registration cases.

- Prepare daily/weekly MIS.

Preferred candidate profile

- Communication

- MS Office

📌 Onboarding Executive-CRM (Mumbai)
🏢 JP Infra
📍 Mumbai