Customer Relationship Management Executive

Vajram Group · Bangalore district, India

Job Dispription for the new joiners

Role – CRM- Executive/ Sr. executive

• Post the sale - Cross-check all customer documents , including Signed booking form and associated costs, Booking amount receipt, KYC documents.

• Co-ordination with GREs to get customer’s photo/testimonials and google reviews.
• Ensure that all customer emails are acknowledged within 24 hours
• Preparing AOS checklist
• Sale agreement execution process – Co-ordinating with the customer for agreement signatures.
• Preparation of bank documents and handing over to the banker for further disbursement.
• Updating the daily payments in SF
• Updating the status of AOS in SF
• Maintaining the customer data in SF
• Answering the customer calls.
• Following up on FORM 16B