We are looking for a detail-oriented and responsible Accounts & CRM Executive to join our real estate company. The ideal candidate will have hands-on experience in day-to-day accounting, customer relationship management, sales coordination, collections and documentation. The role requires close coordination with the management, sales team and customers to ensure smooth financial and customer-related operations.

Key Responsibilities Accounts & Finance Maintain day-to-day accounting records and financial transactions. Record customer payments, advances, receipts, refunds, and outstanding balances. Maintain customer-wise and project-wise payment statements.

Prepare invoices, receipts, payment acknowledgements, debit/credit notes and other financial documents. Monitor customer payment schedules and follow up on pending payments. Reconcile bank statements with company records.

Maintain petty cash and expense records. Coordinate with the auditor/CA for accounting and statutory requirements. Maintain proper documentation for TDS, GST and other applicable statutory compliances.

Prepare regular collection reports, outstanding reports and sales-related financial reports.



Ensure accurate and timely updating of bills and vouches. CRM & Customer Management Maintain complete and updated customer records and CRM data.

Update lead status, bookings, cancellations, payments, registrations and customer interactions. Track the complete customer journey from enquiry → site visit → booking → payment → agreement → registration → post-registration support. Coordinate with the sales team for lead and customer updates.

Maintain records of plot/flat availability, booked units, sold units and units pending for registration. Follow up with customers regarding payments, documentation and registration requirements. Coordinate with customers for collection of KYC documents, PAN, Aadhaar, bank details and other required documents.

Handle customer queries professionally and ensure timely resolution or escalation. Maintain proper records of customer communications, commitments and follow-ups. Coordinate registration schedules with customers, legal teams and internal departments.

📌 Accounts And CRM Exective (Bengaluru)
🏢 Jayan Homes
📍 Bengaluru