Executive / Sr. Executive - CRM

About the job

Get to know us better

We are Gera Developments Private Limited (GDPL), a brand known by our five-decade history as one of the pioneers in the Real Estate business in Pune. Innovation, transparency, and enhanced customer experience is how we have created award-winning, premium residential and commercial projects in Pune, Goa, Bengaluru, and California. We live and work by “Let’s Outdo”, a philosophy that defines everything we do to raise the standards of Real Estate in the country.

There are many ‘firsts’ that stand to our credit. Way back in 2004, we introduced India’s first 5-year Warranty on Real Estate, that RERA mandated only in 2017. We then introduced India’s first and only 7-year warranty in Real Estate. In 2014, we designed and launched the award-winning ChildCentric® Homes, which revolutionised the Real Estate sector for both, the developer, and the home buyer. IntelliplexesTM, SkyVillasTM, and The Imperium series are our other highly successful product lines. In our 50th Year, we launched yet another first-of-its-kind industry initiative—Gera’s Home Equity Power—a means to provide financial flexibility to customers to meet financial emergencies.

How the world sees us

It has been an honour to be recognised as an innovative business leader, and an employer to build a career with by some of the best talent in the country.

We’re the only Real Estate company to be recognised in the top 10 mid-size organisations six times in a row by the Great Places to Work® Institute, and we continue to feature amongst the Top 50 Great Mid-Size WorkplacesTM 2024 in India. In 2024, we have also been proudly recognised as one of India’s Best WorkplacesTM in Real Estate, and India’s Best WorkplacesTM in Building a Culture of Innovation for All. As we raise the bar on service orientation, product innovation, real estate marketing, and brand building, we are consciously creating a workplace where our employees achieve new heights in their areas of expertise.

Our people-forward culture

How did we achieve this? By cheering for our outdoers. We care about our people, and invest in their success. We cultivate a culture of innovation, inclusiveness, high growth and rewards, inspiring our employees to challenge themselves, and besting their own past performance to achieve their professional goals and their self-development objectives.

Job Overview: The Onboarding Executive ensures a smooth and seamless experience for customers from the point of sale to the completion of the registration process and bank loan disbursement. Acting as the customer’s guide through the onboarding process, the role requires close coordination with both customers and financial institutions to ensure timely payments and compliance with internal timelines (TAT). The Onboarding Executive also plays a key role in aligning customers with payment schedules and ensuring proper handoff to the collections team post-registration and collection of first payment/disbursement.

Key Responsibilities:

• Customer Engagement:

• Conduct a formal welcome call with each customer over a recorded line to outline the onboarding process and next steps.
• Send Welcome Email with all the required details and agreement draft to the customer.

2. Registration & Loan Disbursement:

• Coordinate with customers and banks to ensure timely sanction and disbursement of loans.
• Execute the on-time registration of property documents, adhering to all legal and procedural requirements.
• Collect subsequent payment demands from self-funding customers post-registration.

3. Process Coordination:

• Facilitate the movement of customer files from the onboarding team to the collections team on time.
• Ensure the accurate and timely processing of the On-Time Registration (OTR) and On-Time Payment(OTP) as applicable.

4. Payment Alignment:

• Align customers to the correct payment pattern and ensure adherence to the payment schedule throughout the onboarding process.
• Provide detailed explanations of payment terms, timelines, and the consequences of delays to ensure smooth transitions.

5. Team Collaboration & Reporting:

• Work closely with the internal onboarding and collections teams to ensure smooth transitions and that all customer needs are addressed.
• Regularly report to management on onboarding progress, delays, challenges, and areas for improvement.