KRA Document - Back Office / Support Executive (Collection Team)

Position : Back Office / Support Executive - Collection Team Department : Accounts / Customer Support / Collections Reporting To : Finance Head / Collection Manager / Promoters No. of Positions : 2 Location : ISCON-AMBLI Road Experience Required : Minimum 3 years in real estate / property management / NBFC collection or housing finance

Primary Objective

To ensure smooth, accurate, and timely back-office operations relating to collections, customer follow-ups, MIS reporting, documentation, and support to the sales and finance team. The executive will also ensure compliance, record-keeping, and coordination with clients to maintain healthy cash flows.

Key Responsibility Areas

1. Collections & Recovery Support

- Generate payment reminders and escalate pending cases as per the defined SOP.
- Coordinate with the finance team for updating ledger balances and outstanding reports.

2. Documentation & Filing

- Maintain organized digital and physical records of allotment letters, agreements, payment receipts, and correspondence.
- Assist in drafting NOCs, possession letters, and other customer-related documents.
- Ensure accurate data entry of collections, invoices, and client records in ERP/CRM software.

3. Customer Coordination & Support

- Act as a liaison between customers and the accounts/sales team for any payment or documentation-related queries.




- Schedule and follow up on post-sale meetings and collection commitments.
- Provide timely updates on account status to clients and internal stakeholders.

4. MIS & Reporting

- Prepare daily, weekly, and monthly collection reports and dashboards.
- Track ageing reports, identify critical delays, and prepare summaries for management review.
- Ensure real-time data accuracy in collection and sales MIS.

5. Cross-functional Coordination

- Support the sales team with back-end documentation during unit bookings and handovers.
- Work closely with legal/compliance for documentation vetting and status updates.
- Coordinate with banks or NBFCs for disbursement follow-ups.).

Key Skills & Competencies Required

- Strong knowledge of real estate documentation, invoicing, and collection lifecycle
- Hands-on experience with CRM, ERP, Excel and cloud filing systems
- Fluent in Gujarati, Hindi, and English for effective customer follow-up
- High attention to detail and record accuracy
- Ability to multitask, prioritize, and work under deadlines

Qualification

- Graduate or Postgraduate in Commerce / Business Administration or equivalent
- Certification in ERP, Excel or any real estate CRM tool (preferred)

Work Experience

- Minimum 3 years in real estate collection support / back office / CRM role

Job Types : Full time, Permanent

Pay: ₹18,000.00 - ₹25,000.00 per month

Experience :

- Real Estate: 3 years (preferred)

Work Location: In person

📌 Back Office / Support Executive (Collection Team) (Ahmedabad)
🏢 Saanvi Nirman
📍 Ahmedabad