Ther Executive – CRM (Collections) is responsible for assisting with daily collections operations, ensuring timely follow-ups with customers, maintaining accurate receivables data, and supporting the CRM team in achieving cash flow targets through efficient coordination and communication.
Key Responsibilities
? Customer Collections
Follow up with customers for due and overdue payments as per agreed schedules
Communicate regularly via phone, email, and written reminders
Coordinate with accounts for payment reconciliation and receipt issuance
? Documentation & Reporting
Maintain detailed records of collection status and customer communication
Prepare daily/weekly MIS reports for outstanding balances and follow-up activities
Ensure accurate documentation of receipts, ledgers, and follow-up logs
? Customer Service
Address basic queries related to invoices, payment schedules, and project updates
Provide professional support to ensure smooth customer interactions
Escalate critical or non-responsive cases to senior CRM personnel
? System Use & Compliance
Update CRM/ERP systems (SAP, Salesforce, etc.) with all customer payment data
Ensure collection processes follow company policies and RERA guidelines
Assist in audit preparation and documentation as required
Qualifications
Bachelor’s Degree in Commerce / Business Administration
Knowledge of ERP/CRM software, MS Excel, and collection reporting
Key Skills
Strong communication and follow-up skills
Attention to detail with excellent record-keeping
Customer-centric approach with a solution-oriented mindset
Ability to work in a target-driven, high-pressure workplace
Understanding of real estate billing and payment cycles