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Esteem Ventures logo

Documentation/CRM Executive

0 years

3 - 9 Lacs

Bengaluru

Posted:5 days ago| Platform: GlassDoor logo

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Skills Required

documentation crm communication finance audit retrieval

Work Mode

On-site

Job Type

Part Time

Job Description

Esteem Ventures seeks qualified and industrious candidates in various fields. At Esteem Ventures, our unique culture integrates employees into the Esteem Ventures family. Many individuals who initially joined us at junior levels have progressed to senior positions, showcasing their dedication to the company. This loyalty is a direct result of our company culture, which emphasises long-term career paths and growth within Esteem Ventures. Join us, and become part of a community where dedication and loyalty are valued, and where your career can flourish within the Esteem Ventures family. Please email us at careers@esteemventures.in and we will get back to you.

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

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