CRM Executive

Role & responsibilities

Key Responsibilities:

1. Daily Client Contact:

• Reach out to clients via phone/email to discuss overdue payments
• Negotiate payment plans and resolve disputes
• Build relationships with clients to facilitate timely payments

2. Record Keeping:

• Maintain detailed records of collection activities, including:
• Client interactions (phone calls, emails, meetings)
• Payment agreements and follow-ups
• Case status updates
• Share records with reporting manager.

3. Escalation and Follow-up:

• Identify and escalate complex or high-risk cases to reporting manager
• Follow up with clients to ensure timely payments and resolve issues
• Collaborate with internal teams (e.g., sales, accounts) to resolve client issues

4. Reporting and Documentation:

• Prepare and share daily call reports with reporting manager
• Maintain accurate and up-to-date documentation of client interactions and payments
• Perform ad-hoc reporting and analysis as required

5. Performance and Productivity:

• Meet daily/weekly/monthly collection targets
• Continuously improve collection strategies and techniques
• Stay organized and manage multiple cases simultaneously

These responsibilities require strong communication, negotiation, and problem-solving skills, as well as attention to detail and ability to work under pressure.

Preferred candidate profile

- 2yrs to 4yrs of experience in the Collection/Recovery role, preferably in real estate or a related field

- Bachelor's degree in Business Administration, Real Estate, Finance, or a related field

- Proficiency in Microsoft Office Suite and CRM software

- Excellent communication skills with fluency in English and Hindi language.

- Good in documentation and adhoc work as and when required

- Ability to work under pressure