Executive - CRM

Svadha Builders; Hyderabad; On-site; INR 300,000 - 540,000; Full time

Job summary

Svadha Builders is seeking an Executive – CRM (Collections) to support daily collections operations, follow up with customers on due payments, and ensure accurate receivables data. The role collaborates with the CRM team to help achieve cash flow targets through proactive coordination and clear communication.

Key activities include contacting customers via phone and email, coordinating with accounts for reconciliation, maintaining records, and generating MIS reports.

Qualifications

• Bachelor’s Degree in Commerce / Business Administration.
• Knowledge of ERP/CRM software, MS Excel, and collection reporting.

Responsibilities

• Follow up with customers for due and overdue payments as per agreed schedules.
• Communicate regularly via phone, email, and written reminders.
• Coordinate with accounts for payment reconciliation and receipt issuance.
• Maintain detailed records of collection status and customer communication.
• Prepare daily/weekly MIS reports for outstanding balances and follow-up activities.
• Ensure accurate documentation of receipts, ledgers, and follow-up logs.
• Address basic queries related to invoices, payment schedules, and project updates.
• Provide professional support to ensure smooth customer interactions.
• Escalate critical or non-responsive cases to senior CRM personnel.
• Update CRM/ERP systems with all customer payment data.
• Ensure collection processes follow company policies and RERA guidelines.
• Assist in audit preparation and documentation as required.

Skills

Communication

Follow-up

Record-keeping

Customer-centric

Target-driven

Real estate billing

Education

Bachelor’s Degree in Commerce / Business Administration

Tools

ERP/CRM software

MS Excel

Payment reporting

Job description

Ther Executive – CRM (Collections) is responsible for assisting with daily collections operations, ensuring timely follow-ups with customers, maintaining accurate receivables data, and supporting the CRM team in achieving cash flow targets through efficient coordination and communication.

Key Responsibilities:

• Follow up with customers for due and overdue payments as per agreed schedules
• Communicate regularly via phone, email, and written reminders
• Coordinate with accounts for payment reconciliation and receipt issuance

Documentation & Reporting

• Maintain detailed records of collection status and customer communication
• Prepare daily/weekly MIS reports for outstanding balances and follow-up activities
• Ensure accurate documentation of receipts, ledgers, and follow-up logs
• Address basic queries related to invoices, payment schedules, and project updates
• Provide professional support to ensure smooth customer interactions
• Escalate critical or non-responsive cases to senior CRM personnel
• Update CRM/ERP systems (SAP, Salesforce, etc.) with all customer payment data
• Ensure collection processes follow company policies and RERA guidelines
• Assist in audit preparation and documentation as required

Qualifications:

• Bachelor’s Degree in Commerce / Business Administration
• Knowledge of ERP/CRM software, MS Excel, and collection reporting

Key Skills:

• Strong communication and follow-up skills
• Attention to detail with excellent record-keeping
• Customer-centric approach with a solution-oriented mindset
• Ability to work in a target-driven, high-pressure environment
• Understanding of real estate billing and payment cycles