CRM-Document Manager

Job Description

• CRM Documentation Management:
• Manage all customer-related documents, including contracts, agreements, and transaction records online and offline both.
• Ensure that all documentation is complete, accurate, and compliant with company policies.

• Data Management in Excel:
• Create and maintain a comprehensive Excel database for each customer, including details such as full name, contact information, transaction history, and notes on interactions.
• Create and maintain MIS for collection and generate timely reports for due collections

• Coordination with Sales Team:
• Collaborate with the sales team to gather necessary customer data and ensure seamless communication regarding documentation requirements.
• Conduct regular updates and reviews of customer information to keep records current and relevant.

• Timely Raising of Demands:
• Ensure the timely and accurately raising of demands for clients and updating records for same.
• Monitor deadlines demands raised and ensure following documents (Interest letter, Reminder letter, de-allotment letter etc.) are raised on bases of collection received for each case.

• Reporting:
• Generate reports on customer interactions, sales activities, documentation status, and demand fulfilment for management review.
• Analyze data trends to provide insights that can improve customer service and sales strategies.

Desired Skills and Experience

• Education: Bachelors degree in business administration, Real Estate, or a related field.
• Experience: Minimum of 4 years in CRM management or document management within the real estate industry.

• Technical Skills:
• Proficient in Microsoft Excel with experience in creating databases, using formulas, and generating reports.
• Familiarity with CRM software (e.g., Salesforce) is a plus.

• Soft Skills:
• Strong attention to detail with excellent organizational skills.
• Effective communication skills to liaise with clients and team members.

Competencies

• Ability to work independently while managing multiple tasks efficiently.
• Strong problem-solving skills to address client inquiries swiftly.

CTC

1. Up to Rs. 6 lacs per year (based on the calibre of the candidate).

2. Corporate health insurance.