CRM Executive

Full Job Description
1. Coordination & meeting with the clients for payment collection of assigned project.

2. Updating Recovery reports with payment received and balance payments & Collection

Report of Unit, GST, Development, Maintenance.

3. Prepare Registration formalities and Agreement Draft of booked customers for registration.

4. Prepare System generated Demand letters, Reminder letters, Final Reminder letters,

Cancellation letters, Welcome letter / Allotment letter etc.

5. Cheque hand over to admin for deposit purpose.

6. Documents hand over to admin for signature.

7. Clients’ payment NEFT confirmation, Cheque deposition mails to accounts teams.

8. Follow up with the account team for payment clearance in CRM.

+. Prepare Payment receipts for the payments done by the client.

10. Prepare System generated Possession & Declaration letter for clients whose 100% payment

is received, and accounts confirmation is received.

11. Scanning, Printing, Filing the documents given to client.

12. Scanned Documents upload in CRM, Google Drive.

13. New Booking Updation in CRM.

14. Registration Follow up with client and Vendor who does the Registration.

15. Bankers follow up related to client sanction letter/disbursement Cheque and providing

documents to banker for loan purpose.

16. Sending mail to accounts team related to Registration Formalities approval, 100% Payment

received approval etc.

17. Documents sending process through Reg. Post.

18. Coordination with legal team for customer related legal queries.

Job Type: Full-time

Salary: Up to ₹35,000.00 per month

Benefits:

Health insurance
Paid sick time
Provident Fund
Schedule:

Day shift
Supplemental pay types:

Performance bonus
Yearly bonus
Ability to commute/relocate:

Thane, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Experience:

total work: 2 years (Preferred)
Application Deadline: 23/05/2026


Health insurance