Crm Executive

SRM Infratech Solutions; Thane; On-site; INR 350,000 - 550,000; Full time

Job summary

SRM Infratech Solutions in Thane, Maharashtra is seeking a detail-oriented Payments & Admin Specialist to manage collections, invoicing, and documentation across construction projects. You will coordinate with banks/NBFCs, handling KYC, client letters, and CRM-driven reporting, ensuring timely collections and accurate records; you will also support handover and site visits.

Experience in real estate payments, strong communication, and proficiency with CRM/ERP systems are preferred.

Responsibilities

• Track construction stages and issue milestone-based demand letters, tax invoices, and payment reminders.
• Follow up via phone, email, and meetings for pending dues.
• Process payment receipts, credit notes, and reconciliation with banks/NBFCs.
• Handle default/cancellation cases with legal and management teams.
• Execute post-booking documentation and maintain client KYC files.
• Assist clients with bank loan approvals by providing letters and approvals.
• Act as single point of contact for inquiries on payment schedules and document status.
• Coordinate final possession activities and site handovers.
• Maintain real-time collections and aging reports in CRM systems and prepare reports.

Skills

Payment collections

Customer service

Documentation

CRM reporting

Bank liaison

Tools

Salesforce

ERP systems

Vtiger

Sell.Do

Job description

Key Responsibilities

1. Payment Collections & Financial Operations

• Track construction stages and issue milestone-based demand letters, tax invoices, and payment reminders as per payment plans.
• Conduct regular follow-ups via phone, email, and meetings for pending dues, installments, and outstanding balances.
• Process payment receipts, credit notes, interest reconciliation, and home loan disbursement documentation with banks/NBFCs.
• Handle customer default/cancellation cases in coordination with the legal and management teams.

2. Documentation & Sales Administration

• Execute post-booking documentation, including Application Forms, Allotment Letters, and Builder Buyer Agreements (BBA).
• Complete client KYC verification and maintain accurate physical and digital customer master files.
• Assist clients with bank loan approvals by providing demand letters, NOCs, and project approvals.

3. Customer Service & Query Resolution

• Act as the single point of contact for customer inquiries regarding payment schedules, construction updates, and document status.
• Address customer grievances promptly to ensure high Customer Satisfaction (CSAT) scores.
• Facilitate site visits for existing buyers during key construction phases.

4. Handover & Possession Operations

• Issue Intimation of Possession (IOP), calculate final dues, and process possessional clearance documentation.
• Coordinate the final inspection, snagging/de-snagging process, and key handovers with the project delivery team.

5. Systems & Reporting

• Maintain real-time records of collections, aging reports, outstanding balances, and customer interactions in the CRM software (e.g., Salesforce, ERP, Vtiger, Sell.Do).
• Prepare Daily/Weekly/Monthly Collection Reports and aging analyses for management review.