Executive - CRM

Job Summary:

The 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