CRM Executive

CRM Executive

Sangamvadi, Pune

1 year 3 months

Customer Relationship ManagementCustomer Relationship Management (CRM) ToolCustomer Service ManagementProduct Requirement Document (PRD)Customer Service Quality Management

Job Description:

Responsibilities : Second line of contact point for customers after the sales activity.

With Customers -

1. Confirming all customer details from sources and coordinating accordingly.

2. Coordinating with financial institutions and assisting customers for the same if required.

3. Following up with customers for all payment related queries and getting the same as per demands.

4. Resolving all queries and helping customers to execute legal formalities with internal coordination.

5. Assisting customers for handover of units with all necessary requisites.

With Agencies / Financial Institutions

1. Getting Master files approved and loan proposals of customers approved from sources.

2. Maintaining all processes of the system as required by the organization.

3. Coordinating and completing all compliances from wherever required.

4. Maintaining records and updating the same from time to time.

5. Issuing and following on demands as generating the same would require.

Intra departmental coordination

1.Coordinating with the sales team, finance team, admin. team and civil team to update and share information of customers.

2.Will always be the point of contact for customers at the H.O. till the time of handover of units and even post the same.

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