CRM & Collection Executive

About the role

We are looking for a CRM & Collection Executive to manage payment collections, maintain accurate CRM records, and coordinate handover processes for our real‑estate portfolio. The role requires strong experience with Salesforce or similar CRM platforms, solid knowledge of payment schedules, and excellent communication skills.

Key responsibilities

• Follow up with customers on overdue payments via email, phone, and WhatsApp, maintaining collection trackers and proof‑of‑payment documents.
• Manage daily collection‑related emails, send payment reminders, generate statements of account, and liaise with Finance, Sales, and Customer Care.
• Generate and verify Proforma Invoices based on sales requests, ensuring accuracy of amounts, milestones, and customer details.
• Monitor incoming payments, coordinate with Finance for confirmation, create payment receipts, allocate payments correctly, and maintain complete documentation.
• Prepare regular collection reports and updates for management.

Required profile

• Minimum 5 years of experience in real‑estate CRM operations and collections.
• Proven ability to handle payment documentation, customer communication, and cross‑department coordination.
• Strong attention to detail and ability to meet deadlines.

Required skills

• Salesforce (or similar CRM system)
• Microsoft Excel
• CRM systems proficiency