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Esteem Ventures
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Documentation/CRM Executive

Documentation/CRM Executive

Esteem Ventures

1 - 4 years

|

1 - 5 Lacs

Kolkata Mumbai New Delhi Hyderabad Pune Chennai Bengaluru

Posted:3 days ago| Platform:

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Skills Required

CRM Executive Banking sales Sales Legal Relationship Cash flow Document control Operations CRM Auditing

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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