Job Summary:
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 environment
- Understanding of real estate billing and payment cycles
