Dedicated and results-driven Senior CRM Manager with [11] years of experience in the construction industry, adept at developing and implementing effective customer relationship management strategies. Seeking to leverage proven expertise in CRM, team leadership, and construction industry knowledge to drive business growth and enhance customer satisfaction at a reputable construction company.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Assistant General Manager CRM
Epitome Projects LLP
05.2024 - Current
Managed a team of CRM and Tele callers for Business Development and Getting revenue generation
Successfully resolved escalated customer issues and complaints, ensuring a positive resolution and preserving the company's reputation
Coordinating the Team for the Proper Scanning of the Application and The Documents of Customer and Monitoring the Tracker
Working proficiency with Advanced Excel, With Data Coordination’s
Process various types of incoming mortgage payments
Communicate with customers and third parties of loan modifications decisions based on investor guidelines
Collect, verify and analyse all documentation required for submitting files to underwriting
Analyses customer account status and history and perform necessary calculations to determine appropriate actions and payment plans
Managed a portfolio of loans in default, loan modifications, document validation, NPV modelling, second mortgage modifications, short sale and answer technical foreclosure questions
Responsible for creation and implementation of CRM process and structure
Ensuring delightful customer experience from the prospect to the handover stage for the customer
Responsible for Raising Demand Letter send to the customer as per the Stage of Construction
Ensuring timely query resolution within TAT and handling escalations and resolving them and controlling the matrix
Providing overview of various MIS and feedback for management review
Ensuring adherence to processes, policies & procedure within the TAT
Coordinating with various banks in order to facilitate the bank tie up for disbursement of loans to customers
Streamline processes between back office, RMs & Accounts
Measure team performance through collections
Meet all customers briefly on their visits to office/site
For exceptional customer cases, strictly follow Internal process
Assure customer files/data safely stored and no loss/misplacement of any important document
Assist team in meeting deadlines (agreements/registrations/payments)
Arrange for training of team member on technical skills (CRM, Spade, ERP, MS Office)
Assure all KYC (Pan card/passport/OCI) documents collected for all customers
Assure allotment/agreement process followed strictly
Assure team hands over important legal documents only to customers or their authorized personnel
Assure the maintenance & timely updation of Master sheet
Ensuring the maintenance & timely updation of allotment/agreement dates
Maintain the slab construction dates of all towers
Get timely updates from Architect & projects on plans/ changes – update team
Preparing the Ledgers to Obtain the NOC Form the Project Finance and Coordinating the Team to Complete the Work In the time Frame
Maintaining MIS pertains to Logins Sanction and Disbursement and Forwarding the reports to the Head office On Daily Basis
Collecting all the Required Documents from the customer based on the Profile and assessing the eligibility Processing with the Suitable Banks
Conducting Meeting with the Tele calling Team and Loan Executive Team with regards to the Documents Collection Logins and Sanctions on Day to Day Basis
Travelling Form Hyderabad to other Project Location for the Team Coordination to act as a Support Function for the Project Approval Related
Reporting to Vice President and Finance Director of the Company on the Week Basis For the End to end Process about the Collection and other Updates
Providing Documents and Kyc Training to the Agents for Documents Collection
Encouraging the team for the Productivity and Quality Work and Encouraging
Monitoring Office and Site teams’ daily work and checking their day reports
Monitoring overall customer complaints at all projects
Resolving customer issues
Coordinating with the Banker for the login to sanctions and Disbursements of Loans, Project Approvals, Part Payment Release, preparing all the Document Related to Disbursement, Obtaining NOC form the Project Finance Vendor
Coordinating with site engineers for customer issues, and attending meetings with staff and HO
Monitoring and responding to all queries posted in the Customer Care group wherever necessary
Monitoring and responding to all emails received
Updating Office Complaints master file with new complaints, parking issues, common issues, handover/ woodwork requests, pooja or clubhouse bookings, and approvals needed from HO
Monitor team for collecting Payment, for the Flats, final Quality Check and flat pictures once ready
Verifying all documents like possession letters, Agreement of Sales, Sale Deed, NOC modifications, maintenance payments, referral offers, etc
Before handing over the flat
Preparing monthly calendar schedule for site visits and office CC works
Updating possession analysis sheet monthly and preparing construction instructions based on agreement dates and current work status of the flats and getting it verified with the documentation department for accuracy
Coordinating with site engineers for closure of complaints/ readiness of new flats, for updating the complaints and construction instruction sheets, etc
Updating the monthly handovers of all sites in a consolidated sheet after checking the availability of all required documents like Zero billing, Maintenance advance, QC, etc., and taking necessary signatures from accounts, management & sales for issuing the Possession letters to customers
Co-ordinate with site CC Manager for daily Handling the Complaints/ Handovers and site issues of all Projects
With the design team for sending replies to modification queries from customers
Interacting with customers over the phone for any of their queries
Senior Manager CRM & Loans
NEBULA INFRASPACE LLP
03.2017 - 12.2023
Handling Team of 15 members, guiding them and motivating them to each the target
Taking care of Existing and New Customer
Maintain Relationship with the Corporate Clients
Handling HNI Customer and Holding good Rapo with the Clients
Handling Affordable segment Projects and providing Loan to them
Making Daily Activity
Updating the Daily Activity Prospectus and Generating Leads and converting them
Completing the work in responsible Manner
Ability to uphold the various tasks independently
Efficiently handle a large team of members for running major projects providing good customer service
Making Tele calling and generating Leads and taking feedback of the customer about the service
Taking Referrals
Coordinating with the Banker For the Project Approval and Process the Loan Application with Them Following form the login to Disbursement and Processing the File with in the Given TAT
Preparing the Ledgers to Obtain the NOC Form the Project Finance and Coordinating the Team to Complete the Work In the time Frame
Maintaining MIS pertains to Logins Sanction and Disbursement and Forwarding the reports to the Head office On Daily Basis
Handing The Client Base of 2670 Flats in Hyderabad Project and Chennai Project 6600 Flats and Ahmedabad Project and 2500 Flats and Dwaraka Luxury Villa 168 Client Base
Organizing Loan mela at the Project Site Coordinating with the Banker For the Smooth Processing for Client Loan Process
Collecting all the Required Documents from the customer based on the Profile and Assessing the eligibility Processing with the Suitable Banks
Handling customer Query with the Relates Loans and Other Process and Resolving with in the time Frame
Coordinating with the CRM Team and the Sales team for the Process Related Query and updating them with the Process
Providing Loan Documents Training to the Agents For Documents Collection
Encouraging the team for the Productivity and Quality Work and Encouraging them to get the Incentive on the Login
Coordinating the Team for the Proper Scanning of the agreements and The Documents of Customer and Monitoring the Tracker
Verifying the documents in the Day to Day Basis
Manager (Home loans & Mortgage)
TATA BUSINESS SUPPORT SERVICES PVT LTD
02.2016 - 03.2017
Company Overview: TBSS supports the Financial Products of TATA CAPITAL LIMITED –DIGITAL VERTICAL
Manage a team of 10 CRE`s and 3 Tele callers for sourcing the loan applications
Handling PL and HL for TATA CAPITAL and process for disbursement
Train CRE`s and Tele callers from time to time and update them with product
Handle critical cases directly and clear the queries of the customers
Assisting the team in field to support them in closing the cases in time and reduce the TAT
Prepare daily, weekly and monthly MIS and send them to the management
Assist TATA CAPITAL Operation team to in clearing the PL and HL cases up to the Disbursement level
Handle online leads and close the loan applications within the TAT
To support the aggregators to identifying the new areas to source the business
To update the product to the all aggregators from time to time
Assist TATA Team in organizing the road shows and arrange kiosks and organize events at various locations
Consistently procured the business and stood at 3 level PAN India
To support the teams in cross sell with in the products
Reporting to AVP in TBSS and NSM in TATA CAPITAL LTD
To train the aggregators team on the product from time to time
Conduct mystery visits and check CRE`s movements in the field
TBSS supports the Financial Products of TATA CAPITAL LIMITED –DIGITAL VERTICAL
Customer Service Manager
INDUSIND BANK LTD
08.2014 - 08.2015
Developed and executed innovative CRM strategies, resulting in a 15% increase in customer satisfaction and a 20% rise in customer retention rates
Led a high-performing team of CRM professionals, providing mentorship, performance evaluations, and fostering a customer-centric work culture
Collaborated with marketing and sales teams to design targeted campaigns based on customer segmentation and preferences, driving a 25% improvement in campaign effectiveness
Implemented CRM software enhancements and integrations, optimizing data management and streamlining processes, leading to a 30% increase in team efficiency
Conducted regular data analysis to identify customer trends and opportunities, enabling data-driven decision-making for new product launches and service improvements
Established and managed customer feedback mechanisms, capturing valuable insights to drive continuous improvement initiatives and reduce customer complaints by 20%
Customer Relation Officer
ICICI BANK
05.2013 - 07.2014
Provided personalized service to a diverse portfolio of customers, maintaining strong relationships and ensuring high levels of customer satisfaction
Assisted customers with various banking transactions, including account openings, fund transfers, and loan applications, ensuring accuracy and compliance with bank policies
Resolved customer inquiries, concerns, and complaints promptly and professionally, resulting in a 95% customer issue resolution rate
Actively promoted bank products and services to existing and potential customers, contributing to a 10% increase in cross-selling and upselling opportunities
Conducted customer needs assessments to identify suitable banking solutions, tailoring offerings to match individual financial goals and preferences
Collaborated with the sales team to identify new business opportunities and target potential clients, leading to a 15% growth in the customer base
Educated customers about digital banking options, encouraging the adoption of online and mobile banking services, leading to improved customer engagement and reduced operational costs
Assisted in organizing and participating in customer outreach and promotional events to enhance brand awareness and customer loyalty
Education
Post Graduation - Commerce
Periyar University
01.2013
Graduation - Commerce
Osmania University
01.2010
Intermediate - Commerce
Nagarjuna Jr College
01.2007
High School -
ST Mary’s High School
01.2005
Skills
Team leadership expertise
Employee Scheduling
Business operations knowledge
Workflow Coordination
Employee Relations
Training and development skill
Certification
Professional Certificate in Customer Relationship Management
Certified Strategic Brand Management
Certified Sales force Fundamentals Specialization
Indus Pro Certified in Customer Service Management
Disclaimer
I hereby declare that the above-mentioned information is correct and true as per my knowledge.
Languages
Excellent, Excellent, Excellent
Mobility
Willing to relocate anywhere in any environment and flexible to work in any atmosphere.