Mumbai, Maharashtra, India
I'm a detail-oriented CRM Specialist passionate about building long-term client relationships and streamlining post-sales processes in the real estate market. Backed by a strong background in Pre-Sales, Customer Support, and Post-Sales, I excel at translating complex client queries into positive, structured resolutions. My operational focus centers on data integrity, clear client communication, and precise record-keeping. I am highly skilled in managing customer databases, tracking payment timelines, handling multi-channel engagement campaigns, and managing comprehensive customer payment accounting. I thrive in collaborative environments, working directly with finance, legal, and sales teams to deliver an exceptional customer onboarding experience Key Skills: Client Relationship Management & Engagement | Data Accuracy & CRM Maintenance | Invoicing, Cost Sheet Management & Payment Accounting | Conflict Resolution & Escalation Handling | Real Estate & Building Accounting | Cross-Functional Collaboration (Finance, Legal, Sales)
Customer Onboarding & Documentation: - Issuing Allotment Letters and executing Builder-Buyer Agreements (BBA) smoothly. - Verifying KYC, maintaining digital customer files, and handling data migration into CRM software. - Ensuring all post-sales documentation aligns strictly with state RERA guidelines. Financial Collections & Account Management: - Generating and dispatching Demand Letters based on construction milestones. - Coordinating with banks to expedite customer home loan sanctions and fund disbursements. - Resolving payment discrepancies and calculating interest/discounts for timely financial closing. Client Relationship & Retention: - Serving as the single point of contact for buyers to resolve billing or construction queries. - Managing multi-channel engagement to send regular progress photos and project updates. - Facilitating the final handover process, including no-dues certificates and registration. Cross-Functional Support & Reporting: - Partnering with Sales, Accounts, Legal, and Site Engineering teams to resolve buyer bottlenecks. - Preparing weekly collection forecasts, aging summaries, and escalation tracking reports.