Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
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Sugam Mishra

Sugam Mishra

Thane

Summary

Proven CRM Executive with a track record of enhancing client onboarding processes and problem-solving at Raunak Group. Skilled in leveraging adaptability and task prioritization to drive continuous improvement, achieving significant client satisfaction. Expert in managing comprehensive customer follow-ups and documentation, ensuring streamlined operations and client relations.

Overview

5
5
years of professional experience

Work History

CRM Executive

Raunak Group
Thane
03.2020 - Current
  • Taking follow-up of customers from the ERP (IN4VELOCITY) system on a daily basis for their payment process.
  • Making TDS entries in ERP (IN4VELOCITY) version.
  • Worked with Xanadu Company for the entire customer process after sales.
  • Taking follow-up on documents that are required for the home loan process.
  • Coordinating with bankers on a daily basis for the customer's sanction and disbursement process.
  • Making a draft agreement and scheduling registrations.
  • Taking follow-up for the APF process with the banker (if the APF is not done).
  • Taking follow-up with the banker for further disbursement.
  • Making sure that all documents related to the customer's flat have been attached in the customer's file.
  • Handling customers' queries related to delayed possession and home loan queries.
  • Making a possession file of the customer, with all proper documents, and submitting those files to the audit team.
  • Taking follow-up with the audit team for the customer’s file.
  • Making the possession letter, OC letter, and handover to the customer with flat keys.
  • Coordinating with the construction team and updating the clients about the construction status.

Education

Bachelor of Commerce - Institute Of Distance And Open Learning Mumbai

University Of Mumbai
Mumbai
04-2024

HSC - Maharashtra State Board

Satish Pradhan Dnyansadhana Junior College
Thane
02-2019

SSC - Maharashtra State Board

B.S.S.S Secondry School
Thane
03-2017

Skills

  • Client onboarding
  • Task prioritization
  • Problem-solving
  • Continuous improvement
  • Adaptability and flexibility

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2
Marathi
Upper Intermediate (B2)
B2

References

References available upon request.

Timeline

CRM Executive

Raunak Group
03.2020 - Current

Bachelor of Commerce - Institute Of Distance And Open Learning Mumbai

University Of Mumbai

HSC - Maharashtra State Board

Satish Pradhan Dnyansadhana Junior College

SSC - Maharashtra State Board

B.S.S.S Secondry School

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Sugam Mishra