Responsible for the CRM function.Handle customer queries, understand customer requirement and suggest efficient solutions.Coordination with Accounts Department/customers for payments/cheque collections.To maintain data on 4QT Software & working on CRM module.Ensure collection of payment in time. Regular communication to Clients.Calculate dues & generate demand notes for collection.Maintain individual file & payment schedule as per MIS

Accept application from for new bookings and scrutinized them to ensure that all details mentionedare correct and Ensure that the booking form is logged in. Records and document management and prepare MIS. Keeping follow up for Customer demand letter, allotment letter, Builder Buyer Agreement, Receipts etc. Handle Customer queries regarding all post and pre sale activities. Handle customer complaints, and payment related issues. Keep track of… Show more Accept application from for new bookings and scrutinized them to ensure that all details mentionedare correct and Ensure that the booking form is logged in. Records and document management and prepare MIS. Keeping follow up for Customer demand letter, allotment letter, Builder Buyer Agreement, Receipts etc. Handle Customer queries regarding all post and pre sale activities. Handle customer complaints, and payment related issues. Keep track of customer payments and do follow up for collection and recovery. Help the client to get a bank loan through and to ensure that quick sanctionletter has been provided to the client. Track, Receive and verify bills of sub broker and process them to accounts dept. Show less

Verification, Punching and processing of Trading and Demat KYC forms. Interaction & Co-ordination with Branches, Clients for handling & processing Queries (Trading & De-mat Accounts) Up loading the Clients cheque in the Software & Activation of Clients Trading Limit,  Handling miscellaneous queries of Branches, Franchisees and clients regarding Demat and Trading accounts and many others like (Holding, Ledger, contract notes, DIS, DRF. … Show more Verification, Punching and processing of Trading and Demat KYC forms. Interaction & Co-ordination with Branches, Clients for handling & processing Queries (Trading & De-mat Accounts) Up loading the Clients cheque in the Software & Activation of Clients Trading Limit,  Handling miscellaneous queries of Branches, Franchisees and clients regarding Demat and Trading accounts and many others like (Holding, Ledger, contract notes, DIS, DRF.  Monitoring Risk for Client at branch level. Follow up with Clients, Branch & Franchise & Internal Customer. Responsible for compilation of Client/ Franchisee and remiser documents. Process delivery instructions and demat requests of the clients. Show less