CRM Executive is responsible for managing the end-to-end customer collections cycle, ensuring timely
milestone demand notices, payment follow-ups, post sales services, escalation management,
compliance tracking, and coordination with internal stakeholders. The role plays a critical part in
maintaining project cash flow through disciplined collection management.
Key Responsibilities
Prepare and issue milestone demand notices exactly 15 days before each construction milestone.
Track construction milestones in coordination with the Site Project Manager before raising customer
demands.
Follow up with customers for outstanding payments within 7 days of the due date.
Escalate overdue accounts through the formal escalation process after 30 days.
Ensure TDS compliance for villa payments above 50 Lakhs.
Coordinate with Accounts, Sales, and Project teams for payment verification and collections.
Support corpus fund collection during project handover.
Maintain accurate collection records, payment schedules, and customer communication logs.
Ensure zero tolerance for delayed demand notices and missed collection milestones.
Prepare periodic MIS reports on collections, overdue accounts, and payment status.
Candidate Profile
Must Have
35 years of experience in real estate collections and accounts receivable.
Solid process discipline with excellent attention to deadlines.
Experience handling high-value customer communications (1 Crore+ milestone payments).
Working knowledge of TDS compliance requirements.
Excellent communication, negotiation, and stakeholder management skills.
Proficiency in MS Excel and ERP/CRM systems.
Nice to Have
Experience with residential real estate developers.
Familiarity with RERA-compliant payment schedules.
Knowledge of customer relationship management best practices.
Key Competencies
Collections Management
Customer Relationship Management
Accounts Receivable
Process Discipline
Negotiation Skills
Coordination & Follow-up
Attention to Detail
Reporting & MIS
Educational Qualification
Bachelor's Degree in Commerce, Finance, Business Administration, or a related discipline.