Back Office Executive

KRA Document – Back Office / Support Executive (Collection Team) Position: Back Office / Support Executive – Collection Team Department: Accounts / Customer Support / Collections Reporting To: Finance Head / Collection Manager / Promoters Location: ISCON-AMBLI Road Experience Required: Minimum 3 years in real estate / property management / NBFC collection or housing finance 🔹 Primary Objective To ensure smooth, accurate, and timely back-office operations relating to collections, customer follow-ups, MIS reporting, documentation, and support to the sales and finance team. The executive will also ensure compliance, record-keeping, and coordination with clients to maintain healthy cash flows. ✅ Key Responsibility Areas 1. Collections & Recovery Support Daily follow-up with customers for due payments via calls, emails, WhatsApp, and written notices. Generate payment reminders and escalate pending cases as per the defined SOP. Coordinate with the finance team for updating ledger balances and outstanding reports. 2. Documentation & Filing Maintain organized digital and physical records of allotment letters, agreements, payment receipts, and correspondence. Assist in drafting NOCs, possession letters, and other customer-related documents. Ensure accurate data entry of collections, invoices, and client records in ERP/CRM software. 3. Customer Coordination & Support Act as a liaison between customers and the accounts/sales team for any payment or documentation-related queries. Schedule and follow up on post-sale meetings and collection commitments. Provide timely updates on account status to clients and internal stakeholders. 4. MIS & Reporting Prepare daily, weekly, and monthly collection reports and dashboards. Track ageing reports, identify critical delays, and prepare summaries for management review. Ensure real-time data accuracy in collection and sales MIS. 5. Cross-functional Coordination Support the sales team with back-end documentation during unit bookings and handovers. Work closely with legal/compliance for documentation vetting and status updates. Coordinate with banks or NBFCs for disbursement follow-ups.). 🔍 Key Skills & Competencies Required Strong knowledge of real estate documentation, invoicing, and collection lifecycle Hands-on experience with CRM, ERP, Excel and cloud filing systems Fluent in Gujarati, Hindi, and English for effective customer follow-up High attention to detail and record accuracy Ability to multitask, prioritize, and work under deadlines 🎓 Qualification Graduate or Postgraduate in Commerce / Business Administration or equivalent Certification in ERP, Excel or any real estate CRM tool (preferred) 💼 Work Experience Minimum 3 years in real estate collection support / back office / CRM role Preference to candidates with experience in mid to large-scale real estate firms or NBFCs managing housing finance / collections Show more Show less