Job Overview The role will manage post-sales customer relationships with a strong focus on banking processes, home loan coordination, and documentation. The role involves ensuring smooth loan processing, resolving customer queries, maintaining accurate records, and delivering a seamless customer experience.

Key Responsibilities
CRM & Customer Management
• Act as a single point of contact (SPOC) for customers from booking to possession.
• Handle and resolve customer queries related to payments, home loans, and documentation with accuracy.
• Provide timely updates and communication to customers on payment schedules and loan progress.
• Ensure high levels of customer satisfaction through effective service delivery. Documentation
• Learn, manage, and assist in bank-related documentation processes.
• Execute and coordinate banking documents such as Tripartite Agreements (TPA) and No Objection Certificates (NOC).
• Liaise with banks and financial institutions for loan processing, approvals, and disbursements.
• Support customers in submission and completion of loan documentation. Process Adherence & Improvement
• Adhere to defined processes, policies, and documentation standards.
• Demonstrate the ability to identify and improve existing workflows and processes.
• Adapt quickly to internal systems, procedures, and compliance requirements. MIS & Data Management
• Enter new data and manage customer and loan-related information in MIS daily.
• Maintain accurate and up-to-date records in CRM systems.




• Generate reports and track loan status, collections, and customer interactions. Collections & Coordination
• Track payment schedules and follow up on outstanding collections.
• Coordinate with internal teams (Sales, Finance, Legal) for issue resolution.
• Ensure timely loan disbursement and payment realization. Qualifications
• Graduate in any discipline (MBA preferred)
• 2–5 years of experience in CRM, real estate, banking, or NBFC sector
• Prior exposure to home loan documentation or banking coordination is an advantage Let’s create the future together. Join our team today Key Competencies Functional
• Strong understanding of customer relationship management processes, with the ability to manage customer interactions from booking to possession.
• Sound knowledge of home loan processes, banking documentation, and coordination activities, including Tripartite Agreements (TPA), NOCs, loan approvals, and disbursements.
• Proven capability in handling c u s tome r queries related to payments, home loans, documentation, and collections with accuracy and timely resolution.
• Strong proc Ess orientation with the ability to adhere to defined policies,



compliance requirements, and documentation standards while driving process improvements.
• Proficient in M S E xc e l, CRM systems and M IS tools for maintaining customer records, tracking loan status, collections, and generating reports.
• Solid data manage me n t capabilities with high attention to detail in maintaining accurate customer, payment, and loan-related information.
• Effective cross
- function al coordination skills with the ability to collaborate seamlessly with Sales, Finance, Legal, banks, and financial institutions. Behavioural
• Excellent customer service and communication s kills with the ability to build trust and maintain positive customer relationships.
• Demonstrates ownership and accountability in managing customer concerns, documentation processes, and collections activities.
• Strong attention to de tail and accuracy in handling documentation, data management, and customer communications.
• Customer-centric and empathetic approach with the ability to address queries effectively and deliver a seamless customer experience.
• Strong an analytical and problem-solving skills with the ability to identify issues proactively and implement practical solutions.
• Adaptable and quick learner with the ability to understand new systems, processes, and evolving business requirements.
• Collaborative and solution-oriented mindset with a high level of professionalism, integrity, and commitment to service excellence

📌 Customer Relationship Management Specialist (India)
🏢 Puravankara
📍 India