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CRM backend

Company name confidential
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  • 3 months ago
  • Over 100 applicants

Job Description

Purpose is to perform CRM backend activities with high standards of performance as per business requirement and the JD includes:

1. Salesforce Approvals: Bookings, Receipts, Demands & Transactions (Transfers/name change, waivers, re-allotment, area/payment plan change, cancellation/mergers, refunds, possessions etc).
2. Inventory management: Inventory reconciliation, allotment/re-allotment/re-allocation.
3. AR/MLC/Rentals: Processing Assured Return, Lease Commitment, Rentals and preparing liability masters.
4. Financial MIS: Project MIS, Collections MIS, Management reports, Cashflow Projections, DTCP/RERA MIS, Random Financial Reports.
5. Document verification: Agreements, Addendums, Conveyance deed, reminders, termination letters, leasing letters, random letters.
6. Other backend activities: Bookings kyc verification, Assured return statements, Financial calculations, Project data Reconciliation/reviews, Buyback & Penalty working etc.
7. Inter-Dept. co-ordination etc.

Attributes of the position / Scope
To have real time update on the affairs of the assigned task/project on the following parameters:


1. Booking lifecycle activities
2. KYC verification
3. Salesforce approvals
4. Issued documents verification
5. Statement of account updates
6. Assured return pay-outs
7. Random calculations
8. MIS & Liability masters
9. Resolving internal & external queries

Qualifications Graduate/Prost Graduate, MBA
Key Competencies Required Good analytical skills, high IQ, commercial awareness, command over numbers and digital proficiency.


Sr. No. Key Responsibility & Key Tasks

1 Approving Bookings, Receipts, Demands & Transactions (Transfers/name change, waivers, re-allotment, area/payment plan change, cancellation/mergers, refunds, possessions etc).
2 Inventory reconciliation, allotment/re-allotment/re-allocation.
3 Processing Assured Return, Lease Commitment, Rentals and preparing liability masters.
4 Preparing Project MIS, Collections MIS, Management reports, Cashflow Projections, DTCP/RERA MIS, Random Financial Reports.
5 Verification of Agreements, Addendums, Conveyance deed, reminders, termination letters, leasing letters, random letters.
6 Processing bookings kyc verification, Assured return statements, Financial calculations, Project data Reconciliation/reviews, Buyback & Penalty working etc.
7 Completion of routine assigned work in timely and efficient manor
8 Addressing internal queries & other compliance.

Please remember the following information:
HR Prince
Phone Number: 8595924907
Email: [Confidential Information]

More Info

Industry:Real Estate

Function:Real Estate

Job Type:Permanent Job

Skills Required

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Date Posted: 01/07/2024

Job ID: 83633859

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