Accounts And CRM Exective

We are looking for a detail-oriented and responsible Accounts & CRM Executive to join our real estate company. The ideal candidate will have hands-on experience in day-to-day accounting, customer relationship management, sales coordination, collections and documentation.

The role requires close coordination with the management, sales team and customers to ensure smooth financial and customer-related operations.

Key Responsibilities

Accounts & Finance

• Maintain day-to-day accounting records and financial transactions.
• Record customer payments, advances, receipts, refunds, and outstanding balances.
• Maintain customer-wise and project-wise payment statements.
• Prepare invoices, receipts, payment acknowledgements, debit/credit notes and other financial documents.
• Monitor customer payment schedules and follow up on pending payments.
• Reconcile bank statements with company records.
• Maintain petty cash and expense records.
• Coordinate with the auditor/CA for accounting and statutory requirements.
• Maintain proper documentation for TDS, GST and other applicable statutory compliances.
• Prepare regular collection reports, outstanding reports and sales-related financial reports.
• Ensure accurate and timely updating of bills and vouches.

CRM & Customer Management

• Maintain complete and updated customer records and CRM data.
• Update lead status, bookings, cancellations, payments, registrations and customer interactions.
• Track the complete customer journey from enquiry → site visit → booking → payment → agreement → registration → post-registration support.
• Coordinate with the sales team for lead and customer updates.
• Maintain records of plot/flat availability, booked units, sold units and units pending for registration.
• Follow up with customers regarding payments, documentation and registration requirements.
• Coordinate with customers for collection of KYC documents, PAN, Aadhaar, bank details and other required documents.
• Handle customer queries professionally and ensure timely resolution or escalation.
• Maintain proper records of customer communications, commitments and follow-ups.
• Coordinate registration schedules with customers, legal teams and internal departments.