Assistant Manager-CRM

• Prepare and issue booking forms, allotment letters and agreements to sell (ATS) in coordination with legal and sales teams.
• Verify customer KYC and supporting documents for compliance and accuracy.
• Coordinate with sales, legal and accounts departments to ensure a smooth post-booking process.

• Share payment plans, due reminders, and receipts with customers.
• Follow up on outstanding payments and coordinate with the accounts team for timely collections.
• Provide assistance for home loan documentation, coordination with banks/NBFCs as needed.

• Serve as the single point of contact for all customer post-sales communication.
• Address and resolve queries related to payments, agreements, handover timelines, etc.
• Collect and document client feedback to improve service quality.
• Flag unresolved issues or delays to senior management for timely resolution.

• Coordinate final payments, possession letters, registration documentation and handover process.
• Organize possession events or individual handovers with relevant internal teams (engineering, facility, legal).
• Ensure defect liability and snag list resolutions are recorded and tracked with project teams.

• Maintain accurate customer data and records in CRM software (like Salesforce or in-house ERP).
• Track communication history, payment status, documentation progress, and service requests.
• Preparing MIS for Management review (Weekly/Monthly).

• Calm, empathetic, and client-centric approach.
• Strong documentation and follow-up skills.

Ciel HR