Documentation/CRM Executive

Key Responsibilities:
  • Prepare and coordinate with the CRM and legal team and prepare all documentation in regards to sale agreements, sales deeds, receipts, deed of handover, etc. 
  • Thoroughly analyse and check all communication with clients. 
  • Establish operational processes for all documentation related client services. Work with the partnering teams to set the process. 
  • Ensure RERA and applicable statutory compliances for the CRM – Documentation operations. 
  • Personally anchor key relations with select clients and relationships (Banks, owners etc).
  • Maintain and publish the project-wise cashflow (collections due) on a monthly basis and ensure adherence to the same. Handle all escalations or difficult cases to ensure appropriate handling and collections.
  • Get the sale deed vetted by Legal, Finance & Audit teams and send to the customer
  • Maintain document control through digitally and physically for easy retrieval and review.
  • Must have Real Estate CRM experience.

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