CollectionFollow up with customers for outstanding booking/installment payments and ensure collections within agreed timelines.25%2.
Daily
Calling &
• Follow-upMake regular outbound calls to customers regarding due dates, pending payments, instalments and payment commitments.15%3.
Collection Target
AchievementAchieve monthly collection targets assigned by management and maintain a healthy collection ratio.20%4. Lead &
- Customer Conversion SupportFollow up with sales leads, interested customers and prospects to support site visits, bookings and sales closures.10%5.
Payment Commitment
TrackingMaintain records of customer promises-to-pay, follow-up dates and actual payment status.10%6. CRM / ERP UpdatingUpdate customer calls, payment status, follow-ups,
commitments and remarks accurately in CRM/ERP.5%7.
Customer Relationship
ManagementMaintain qualified communication with customers, resolve basic payment-related queries and coordinate with Sales/Accounts/CRM teams.5%8. Escalation &
- CoordinationEscalate delayed/high-value/critical accounts to the reporting manager and coordinate with Accounts and Sales teams.5%9. Reporting &
- MISSubmit daily/weekly collection reports, pending-payment reports and follow-up status to management.