Kharghar, Navi Mumbai |   600000 - 800000 P.A.

3+ years

Job Description:   

Accounts & MIS person to support the CRM team in managing customer financial data, payment tracking, and reporting. The role involves close coordination with sales, finance, and CRM teams to ensure accurate records, timely collections tracking, and insightful MIS reporting.

Key Responsibilities:

· Maintain and update customer ledgers, payment schedules, and receipts

· Track customer payments, dues, and outstanding balances

· Calculation of Interest, Delay Payment, NPV, IRR etc

· Coordinate with finance/accounts team for payment reconciliation

· Raising in invoicing, demand letters, and payment reminders

· Prepare daily, weekly, and monthly MIS reports related to collections, receivables, and sales

· Generate reports on booking status, cancellations, and revenue realization

· Analyze data and highlight variances, trends, and risks

· Maintain dashboards for management review

· Ensure accurate data entry and updates in CRM software

· Validate customer data, unit details, pricing, and payment plans

· Support CRM team in system audits and data hygiene

Key Skills & Competencies:

· Strong knowledge of accounts receivable and collections

· Advanced proficiency in MS Excel (Pivot Tables, VLOOKUP, MIS reporting)

· Familiarity with CRM tools and ERP systems (e.g., Far Vision or real estate CRM platforms)

· Good analytical and problem-solving skills

· High attention to detail and accuracy

· Strong communication and coordination skills

Qualifications & Experience:

·        Bachelor’s degree in Commerce.

·        Minimum 3+ years of experience in a related role.

Qualification: Bachelor’s degree in Commerce

Keyskills:   Advanced MS Excel, Pivot Tables, VLOOKUP, MIS reporting

Please note - due to the number of applications we receive, we will only be able to respond to successful candidates.