Snehal Juikar

• Working closely with the developer Sales, and CRM team. Helping customers with the best bank and high funding with the lowest ROI.
• Provide complete post-sales support to the clients from booking till possession of flats/units. Following standard SOPs on new bookings, i.e., doing Welcome Call, sending Welcome Emails with LOD, ROI, and all the Charges mentioned.
• Proactively identified solutions for customers experiencing loan issues. Handling the difficult cases and non-doable cases. Make sure disbursements get on or before due dates.
• Meeting customers to resolve queries within TAT and ensure the building of a long-term business relationship.
• Responsible for execution and maintaining systematic records of all client communications and documentations.
• Coordinating with the site team for construction updates and communicating the same to clients on a regular basis. Ensure high service levels and promptness in handling customer issues and complaints.
• Prepare and maintain Inventory MIS, Collection MIS, Debtors Report, GST Report, and other required reports for the management. Forecasting future expected collections. Internal Coordination with Legal, Finance, Accounts, and other departments for project-related information. Coordinate with legal for RERA filings and update on RERA cases.
• Updating pre-intimation of milestone completion. Updating customer demand letters for installment/payment dues through emails and posts. Follow up for the collection of payment dues, and make sure the collection targets are met. Issuing payment receipts on time. Well versed with TDS collection.
• Referral and Loyalty Sales.
• Provided guidance on loan terms, interest rates, loan amounts, and repayment options.
• Have worked on SFDC and SAP CRM Software, and CREDIQ Home Loan Software.

• Provide complete post-sales support to the clients from booking till possession of flats/units. Following standard SOP's on new bookings i.e Doing Welcome Call, Sending Welcome Emails with LOD, ROI and all the Charges mentioned.
• Explaining Customer post sales completed the Home loan process from booking till possession of flat/Unit.
• Proactively identified solutions for customers experiencing credit issues. Handling the difficult cases and non-doable cases.
• Meeting customers to resolve queries within TAT and ensure building of a long-term business relationship.
• Responsible for execution & maintaining systematic records of all client communications and documentations.
• Coordinating with the site team for construction updates and communicating the same to clients on a regular basis. Ensure high service levels and promptness in handling customer issues & complaints.
• Prepare & Maintain Inventory MIS, Collection MIS, Debtors Report, GST Report, and other required reports for the management. Forecasting future expected collections. Internal Coordination with Legal, Finance, Accounts, and other departments for project-related information.
• Have worked on 4B Network CRM Software, Home Loan Software.
• Educated customers about the best bank options and processed purchases.
• Updating Pre intimation of Milestone Completion. Updating customer demand letters for installment/payment dues through emails and posts. Follow up for the collection of payment dues, and make sure the collection targets are met. Issuing payment receipts on time. Well versed with TDS collection.
• Referral and Loyalty Sales.

• Assisting Clients (Developers) by delivering home loan disbursements before due dates to achieve their cash flow targets
• Transcended Customer & Client requirements consistently to maintain high level of customer service, communication and build trustworthy relationships
• Coordinated with Public & Private sector Banks for smooth loan sanctions & disbursements
• Ensuing smooth processing of files, proper sourcing, file movement, meeting customer requirements & managing TAT
• Proactively identified solutions for customers experiencing credit, income, or property documentation issues.
• Inform the Relationship Manager regarding customers' outstanding dues.
• Coordinate with Relationship Manager for registration, ensure that the registered agreement is filled correctly, and all documents required are accurate and complete.
• Build client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients on an ongoing basis to maximize customer retention.
• Mentored and guided team members to foster proper completion of assigned duties.
• Strengthen client and customer relationship by delivering on the home loan requirements to achieve clients' monthly collection targets, along with customer satisfaction.
• Delivered exceptional after-sales support by maintaining regular contact with clients, ensuring their continued satisfaction with purchased products or services.
• Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

● Working on ERP Software. Provide complete support to customers from post-sales to possession. Ensure high level of customer service, communication and build a trustworthy relationship with the customers.

● Following standard SOP's on new bookings i.e Doing welcome call, Booking Confirmation, Welcome Emails, Booking Entries in ERP. Provide Allotment Letters & Payment Receipts to the customer.

● Resolving customer queries via emails, calls; Letters within TAT. Be the single point of contact (SPOC) for all post-sales communication with the customers.

● Collection of SDR, Execution of AFS, Cancellation Deed & Other documents.

● Send Pre intimation and ensure dispatch of demand letters for installment / payment dues on a timely basis through emails and post to customers and follow for payment and make sure the collection targets are met. Once payments are received, update the same in ERP. and issue timely payment receipts. Responsible for standard collections procedures i.e Sending Reminder Letters, Pre-Cancellation / Termination Letters and Cancellation Letters along with interest statement.

● Interdepartmental co-ordination for seamless process and hassle-free transaction for the customer.

● Updating clients about the project progress by sending newsletters.

● Maintaining MIS & reports like Collection, Debtors, Inventory, and other required report for the management. Forecasting future expected collections.

● Internal Coordination with Legal, Finance, Accounts, and other departments for project related information.

● Coordinating with Banks / NBFC's for APF approvals, Timely demand disbursements, TPA / MOU executions. Providing Clients and Bank / NBFC's with requisite documents like ROC / NOC in Lieu of Loan Disbursement.

● Generating revenue through referral sales, loyalty callings from existing customers.