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