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





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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.
- Strong 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 recent 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 (Karnataka)
🏢 Puravankara
📍 Karnataka