Dy. Manager/manager In Crm (4 7 Years Exp.)

Year Mohali, Punjab, India

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KEY DELIVERABLES/ RESPONSIBILITIES

Collect Booking forms and all other documents and information about the customer from the Sales team
First level screening of booking forms to ensure all information provided is complete and accurate. Identify and highlight any gaps, if found.
Record all relevant information in ERP software for further processing and future reference
Get approvals from Senior Management team before processing for Sales deal closure and delivery. Return unapproved forms with feedback on missing details & information to the Sales team.
Collect and maintain record of documents received from customers. Maintain separate files and ensure all documentation is in place.

Operational Support

Work with Sales team to prepare Agreements, Sale Deeds and other relevant documents for approved Booking forms.
Assist in preparing Builder Buyer agreements between the customer and SBP.
Coordinate and provide material to the team and other departments for Bank Loans for the customer.
Maintaining healthy intra and inter departmental peer relationships in order to seamlessly achieve the company revenue targets.

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