Saanvi Nirman
Website:
saanvinirman.com
Job details:
📌 KRA Document – Back Office Executive
Position: Back Office Executive – (Real Estate)
Department: Accounts / Customer Support
Reporting To: Finance Head / Customer Support Manager
No. of Positions: 2
Location: ISCON-AMBLI Road,Ahmedabad
Experience Required: Minimum 3 years in real estate or same field
🔹 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 related field
Click on Apply to know more.