Executive - CRM

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

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.