: Real Estate CRM Executive & Account Manager

Key Responsibilities

- Client Onboarding & Lifecycle Management: Guide buyers through the entire post-booking journey, including agreement execution, welcome kits, payment schedules, and handover processes.
- Query & Grievance Resolution: Act as the single point of contact (SPOC) for client queries, concerns, and feedback, resolving issues promptly and professionally.
- CRM Database Management: Maintain accurate, up-to-date client records, booking details, payment tracking, and communication logs within the CRM software.
- Payment Follow-ups & Demand Letters: Coordinate with the accounts and sales teams to generate timely demand letters, track milestone-based payments, and follow up on pending dues.
- Relationship Building: Organize engagement events, site visits, and feedback sessions to drive customer loyalty, referrals, and repeat investments.
- Reporting: Prepare daily and weekly reports on customer satisfaction metrics, collection statuses, and pending escalations for the management.

Key Requirements

- Experience: 1–3 years of experience in CRM, customer service, or post-sales operations, preferably within the real estate or construction sector.
- Education: Bachelor’s degree in Business Administration, Communications, or a related field.
- Skills:
- Exceptional verbal and written communication skills.
- Strong negotiation, conflict resolution, and interpersonal abilities.
- Proficiency in using CRM software, MS Office (Excel, Word), and Google Workspace.
- Patient, empathetic, and organized with a sharp eye for detail.

Key Responsibilities

- Bookkeeping & Accounting:



Maintain and manage general ledgers, accounts payable (AP), and accounts receivable (AR) using accounting software.
- Project Accounting: Track project-wise construction costs, vendor billings, contractor payments, and material purchases against allocated budgets.
- Client Collections & Invoicing: Oversee the generation of demand notes and customer invoices, reconcile incoming payments against flat/plot bookings, and manage receipts.
- Statutory Compliance: Ensure timely calculation, filing, and payment of GST, TDS, corporate taxes, and other applicable local statutory dues.
- Bank & Ledger Reconciliations: Perform regular bank reconciliations and reconcile vendor and customer accounts to prevent discrepancies.
- Financial Reporting: Assist management in preparing monthly P&L; statements, balance sheets, cash flow projections, and audit-ready financial reports.

Key Requirements

- Experience: 2–5 years of proven experience as an Accountant, preferably within the real estate development or construction industry.
- Education: Bachelor’s degree in Accounting, Finance, Commerce (B.Com), or professional accounting qualifications (CA/CPA/ICWA/ACCA preferred).
- Skills:
- Robust working knowledge of GST, TDS, and real estate taxation rules.
- Proficiency in accounting software (e.g., Tally, QuickBooks, Zoho Books) and advanced MS Excel.
- High level of accuracy, numerical aptitude, and analytical skills.
- Ability to manage multiple projects and deadlines under pressure.

Note- Only Real estate Background candidate preference. Pay: ₹25,000.00 - ₹40,000.00 per month

Work Location: In person

📌 CRM and account Manager (Noida)
🏢 Phenix Infracon
📍 Noida