Job Description
Document – Back Office / Support Executive (Collection Team)
Position: Back Office / Support Executive – Collection Team
Department: Accounts / Customer Support / Collections
Reporting To: Finance Head / Collection Manager / Promoters
No. of Positions: 2
Location: ISCON-AMBLI Road
Experience Required: Minimum 3 years in real estate / property management / NBFC collection or housing finance
Primary Objective
To ensure smooth, accurate, and timely back-office operations relating to collections, customer follow-ups, MIS reporting, documentation, and support to the sales and finance team. The executive will also ensure compliance, record-keeping, and coordination with clients to maintain healthy cash flows.
✅ Key Responsibility Areas
1. Collections & Recovery Support
Daily follow-up with customers for due payments via calls, emails, WhatsApp, and written notices.
Generate payment reminders and escalate pending cases as per the defined SOP.
Coordinate with the finance team for updating ledger balances and outstanding reports.
2. Documentation & Filing
Maintain organized digital and physical records of allotment letters, agreements, payment receipts, and correspondence.
Assist in drafting NOCs, possession letters, and other customer-related documents.
Ensure accurate data entry of collections, invoices, and client records in ERP/CRM software.
3. Customer Coordination & Support
Act as a liaison between customers and the accounts/sales team for any payment or documentation-related queries.
Schedule and follow up on post-sale meetings and collection commitments.
Provide timely updates on account status to clients and internal stakeholders.
4. MIS & Reporting
Prepare daily, weekly, and monthly collection reports and dashboards.
Track ageing reports, identify critical delays, and prepare summaries for management review.
Ensure real-time data accuracy in collection and sales MIS.
5. Cross-functional Coordination
Support the sales team with back-end documentation during unit bookings and handovers.
Work closely with legal/compliance for documentation vetting and status updates.
Coordinate with banks or NBFCs for disbursement follow-ups.).
Key Skills & Competencies Required
Strong knowledge of real estate documentation, invoicing, and collection lifecycle
Hands-on experience with CRM, ERP, Excel and cloud filing systems
Fluent in Gujarati, Hindi, and English for effective customer follow-up
High attention to detail and record accuracy
Ability to multitask, prioritize, and work under deadlines
Qualification
Graduate or Postgraduate in Commerce / Business Administration or equivalent
Certification in ERP, Excel or any real estate CRM tool (preferred)
Work Experience
Minimum 3 years in real estate collection support / back office / CRM role
Preference to candidates with experience in mid to large-scale real estate firms or NBFCs managing housing finance / collections
Job Types: Full-time, Permanent
Pay: ₹18,000.00 - ₹25,000.00 per month
Experience:
Real Estate: 3 years (Preferred)
Work Location: In person
Position: Back Office / Support Executive – Collection Team
Department: Accounts / Customer Support / Collections
Reporting To: Finance Head / Collection Manager / Promoters
No. of Positions: 2
Location: ISCON-AMBLI Road
Experience Required: Minimum 3 years in real estate / property management / NBFC collection or housing finance
Primary Objective
To ensure smooth, accurate, and timely back-office operations relating to collections, customer follow-ups, MIS reporting, documentation, and support to the sales and finance team. The executive will also ensure compliance, record-keeping, and coordination with clients to maintain healthy cash flows.
✅ Key Responsibility Areas
1. Collections & Recovery Support
Daily follow-up with customers for due payments via calls, emails, WhatsApp, and written notices.
Generate payment reminders and escalate pending cases as per the defined SOP.
Coordinate with the finance team for updating ledger balances and outstanding reports.
2. Documentation & Filing
Maintain organized digital and physical records of allotment letters, agreements, payment receipts, and correspondence.
Assist in drafting NOCs, possession letters, and other customer-related documents.
Ensure accurate data entry of collections, invoices, and client records in ERP/CRM software.
3. Customer Coordination & Support
Act as a liaison between customers and the accounts/sales team for any payment or documentation-related queries.
Schedule and follow up on post-sale meetings and collection commitments.
Provide timely updates on account status to clients and internal stakeholders.
4. MIS & Reporting
Prepare daily, weekly, and monthly collection reports and dashboards.
Track ageing reports, identify critical delays, and prepare summaries for management review.
Ensure real-time data accuracy in collection and sales MIS.
5. Cross-functional Coordination
Support the sales team with back-end documentation during unit bookings and handovers.
Work closely with legal/compliance for documentation vetting and status updates.
Coordinate with banks or NBFCs for disbursement follow-ups.).
Key Skills & Competencies Required
Strong knowledge of real estate documentation, invoicing, and collection lifecycle
Hands-on experience with CRM, ERP, Excel and cloud filing systems
Fluent in Gujarati, Hindi, and English for effective customer follow-up
High attention to detail and record accuracy
Ability to multitask, prioritize, and work under deadlines
Qualification
Graduate or Postgraduate in Commerce / Business Administration or equivalent
Certification in ERP, Excel or any real estate CRM tool (preferred)
Work Experience
Minimum 3 years in real estate collection support / back office / CRM role
Preference to candidates with experience in mid to large-scale real estate firms or NBFCs managing housing finance / collections
Job Types: Full-time, Permanent
Pay: ₹18,000.00 - ₹25,000.00 per month
Experience:
Real Estate: 3 years (Preferred)
Work Location: In person
💡 Quick Summary
Seeking a career-building opportunity? The Back Office / Support Executive (Collection Team) position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
