Vikas Yadav

Results-driven CRM Head with 5+ years of experience in the Real Estate industry, specializing in customer relationship management, post-sales operations, home loan coordination, and customer collections. Proven ability to manage CRM teams, maintain strong customer relationships, and ensure smooth coordination between sales, banking, legal, and project teams. Skilled in improving customer satisfaction, managing documentation, and ensuring seamless customer experience from booking to possession.

CRM Head at Rameshwar Developers (2024-08 – Present)

• Lead and manage the CRM department and team, ensuring smooth execution of all post-sales activities from booking to final possession.
• Drive timely customer collections as per quarterly and annual financial targets.
• Ensure seamless transition of customers from Sales to the CRM department with proper documentation and process explanation.
• Guide customers through home loan processes, banking documentation, taxation, agreement execution, and registration procedures.
• Maintain strong relationships with customers and handle queries related to agreements, banking, taxation, and project progress.
• Prepare and manage essential documents, including Allotment Letters, Sale Agreements, Payment Receipts, Construction Updates, NOCs, Tripartite Agreements, Possession Letters, and Sale Deeds.
• Coordinate with Sales, Finance, Legal, and Engineering teams to ensure smooth customer servicing.
• Oversee possession and handover process, including flat inspection, snag rectification, documentation verification, and key handover.
• Provide regular updates to customers regarding construction progress, payment milestones, customization requests, and possession timelines.
• Generate referrals from satisfied customers to support new sales opportunities.
• Identify CRM operational gaps and implement improvements to enhance customer experience and process efficiency.
• Maintain accurate CRM database and MIS reports for management review and decision-making.

Senior Executive – CRM at Pramukh Real Estate LLP (2021-01 – 2024-07)

• Managed customer relationships from the booking stage to possession.
• Coordinated with customers for home loan processing and documentation.
• Assisted customers with agreement execution, banking documentation, and payment schedules.
• Provided regular construction updates and project information to customers.
• Handled customer queries related to legal, banking, and technical matters.
• Coordinated with internal teams to ensure efficient CRM operations and customer satisfaction.
• Arranging and preparing documents for APF approval with various banks.
• Reviewing customer profiles and guiding them regarding home loan eligibility and documentation.
• Coordinating with banks for loan login, approval, and disbursement processes.
• Follow up with customers for part payments, consent, and loan documentation.
• Coordinating with bank surveyors and valuers for project work status verification.
• Hands-on experience in HDFC CREST home loan login to the disbursement process.
• Provide customers with a clear understanding of the CRM process and documentation requirements.
• Send welcome emails, pricing confirmations, and payment schedule details to customers.
• Preparation and coordination of Agreement of Sale, NOC, and Tripartite Agreements.
• Assist customers with banking options and payment planning.
• Coordinate site visits during construction stages.
• Maintain long-term relationships with customers to generate referrals and repeat business.
• Provide insights to management to improve customer satisfaction and service quality.
• Prepare daily, weekly, and monthly MIS reports for management review.
• Coordinate with the site engineering team regarding possession schedules.
• Conduct flat inspections with quality teams before handover to customers.
• Track construction activities related to customer commitments and alterations.

B.Sc in Chemistry – VNSGU University @ KBS Natraj College, Vapi

HSC – St. Francis High School, Vapi

SSC – St. Francis High School, Vapi