Relationship manager work description.

1. BOOKING
(After sale)
Welcome callandcheck
for mode of payemnt by
client
Send Customer Receipts
and Payment structure
for future payments
Send a draft copyof
Agreement copyand
schedule a dayfor
registration
Send soft copyas wellas
hard copyof agreement
to client andagain send
payment schedule. Mail
hardcopy.
Documents inrelationto
bank loan is to be
provided (Builder Noc,
etc)
On completitionof slab
work or flooringor any
stages send the demand
note to the customer
All the relevant taxes tto
be paidbycustomer on
relevant
accounts(indirect taxes)
Send pictures andupdate
of project to clients via
mails
Send updates - stage by
stage till possession and
sendreminders for
collection.
Afterpossession,
customer servies facility
provided to customer as
per Builder's agreement.
Client opt for BookingCancelation of
Booking
–Contact sale
representative
--If convertedagain
go for all formalities.
co
-
Self -funding
Bank loan
Receipt of
booking
amount
If bankloan-funds directlypaidby
bank, sendrequired doc to banks
Self-funding -Senddemandletter,
10 days before date of collection
Separate
receipts
Once agreement is done, sendsoft
copyto customer through system
If Amount not
paid then,
proceed for
cancellation
If given time
period exceeds
for payment
then charge
interest
Value >1 cr =4 follow
up reminder @ T+6-
T+8 day. Follow up
ever 2nd day.
Value=<1 cr
Follow up reminder
every 5th day