Client Follow-up
- Maintain regular communication with clients (calls/SMS/letters/visits) regarding due installments and project updates.
- Send monthly demand letters or payment reminders.
- Keep an up-to-date follow-up tracker with status remarks and action items.
Payment Monitoring
- Track due, current, and overdue payments through internal systems.
- Reconcile client ledger with Accounts Department.
- Identify chronic defaulters and recommend necessary actions.
Installment Planning & Documentation
- Prepare, review, and update client installment schedules.
- Provide detailed explanation of payment plans, terms & conditions
- Issue official receipts, acknowledgments, NOCs and other financial documents.
Reporting
- Generate daily, weekly and monthly reports on collection status.
- Present key account summaries and problematic cases to management.
- Ensure accurate data entry and updates in CRM and payment tracking systems.
Client Communication & Support
- Act as a point of contact for client queries regarding payments, documentation, handover schedules and property status.
- Provide updates on project progress, handover timelines and legal formalities.
- Resolve client complaints or redirect them to appropriate departments.
- Ensure a positive client experience through timely, respectful and solution-oriented communication.
Legal Coordination
- Coordinate with the Legal Department for handling critical default or dispute cases.
- Assist in preparing and issuing legal notices or recovery letters as required.
Internal Coordination
- Collaborate with Sales, CRM, Legal and Finance departments to ensure smooth end-to-end client service.
- Support team in planning cash flow forecasts based on collection projections.
Policy Compliance
- Follow the company's policies on credit, collection and customer service.
- Maintain professionalism, client confidentiality and corporate standards in all interactions.