Customer Recovery & Documentation Specialist

The CRM & Recovery Executive will be responsible for managing the complete post-sales process for our real estate customers, including agreement drafting, accounts coordination, documentation, and recovery follow-ups. This role requires strong attention to detail, excellent communication skills, and the ability to manage customer queries professionally.

• Key Responsibilities
• 1. Documentation & Agreements
• Draft, review, and prepare
• Booking Forms, Allotment Letters, Sales Agreements, and Registrations
• Coordinate with the legal team for vetting, corrections, and final approvals.
• Ensure timely dispatch, follow-up, and signature collection for all agreements.
• Maintain and update all documentation as per RERA compliance.

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• 2. Accounts & Coordination
• Prepare
• cost sheets, payment schedules, and outstanding statements
• for clients.
• Coordinate with the accounts team for invoicing, receipts, TDS entries, and reconciliation.
• Ensure accurate system entries in CRM / ERP.

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• 3. Recovery & Payment Follow-Up
• Track due payments, send reminders, and follow up with customers for timely collections.
• Maintain MIS for overdue, part payments, and collections status.
• Coordinate with the finance & legal teams for escalation cases if required.

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• 4. Customer Relationship Management
• Handle customer queries related to payment, documentation, and agreements.
• Maintain a smooth communication channel between customers, sales, accounts, and legal teams.
• Ensure a positive customer experience during the entire post-sales journey.

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• 5. Compliance & Internal Coordination
• Ensure all processes align with
• RERA norms
• , company policies, and project guidelines.
• Support pre-sales and sales teams with documentation needs and updates.
• Assist in internal audits, system data checks, and adherence to timelines.

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• Skills & Qualifications
• Bachelor’s degree in
• Commerce / Business / Law
• (preferred).
• 2–5 years of experience in
• Real Estate CRM / Accounts / Documentation
• Strong knowledge of
• basic accounting
• , agreement drafting, and customer handling.
• Proficiency in
• MS Office, CRM / ERP software
• , and documentation management.
• Strong communication and follow-up skills.
• Detail-oriented with good time-management ability.

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• Key Competencies
• Professional communication (written and verbal)
• Documentation accuracy
• Customer service focus
• Recovery & follow-up discipline
• Coordination across departments
• Integrity, confidentiality, and process ownership