CRM Executive

Job Summary:

Key Responsibilities:

• Monitor and manage outstanding payments, follow up regularly for collections, and ensure adherence to payment schedules.
• Serve as the primary point of contact for customers post-booking, providing timely updates and support.
• Maintain and update the CRM database with accurate client and payment information.
• Collaborate with the accounts team to generate payment reminders, demand letters, and track receipts.
• Build and maintain strong relationships with customers to encourage timely payments and foster trust.
• Handle client queries and concerns professionally and escalate issues when needed.
• Generate and analyze CRM and collections reports for management review.
• Coordinate with internal departments (sales, finance, legal, construction) to resolve customer issues and ensure a smooth experience.
• Support sales and marketing teams in customer communication and engagement initiatives.
• Ensure compliance with customer data protection regulations and internal company policies.

Qualifications :

• Bachelor's/ Master's degree in Business Administration, Finance, Marketing, or related field.
• 1-2 years of experience in a CRM, collections, or client servicing role.
• Proficiency in CRM software
• Strong understanding of payment terms, invoicing, and collection follow-up processes.
• Excellent communication, negotiation, and interpersonal skills.
• Knowledge of real estate sales agreements, payment schedules, and RERA guidelines.
• Experience handling handovers and post-sale documentation.