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Post sales & Recovery executive

Post sales & Recovery executive

Wellwishers group indiaindore, madhya pradesh, in
21 hours ago
Job description
  • Company :
  • Wellwisher Group
  • Location :
  • Pune / Mumbai
  • Department :
  • Post-Sales / CRM
  • Reporting To :
  • Chief Operating Officer
  • Job Summary
  • The CRM & Recovery Executive will be responsible for managing the complete post-sales process for our real estate customers, including agreement drafting, accounts coordination, documentation, and recovery follow-ups. This role requires strong attention to detail, excellent communication skills, and the ability to manage customer queries professionally.

    • Key Responsibilities
    • 1. Documentation & Agreements
    • Draft, review, and prepare
    • Booking Forms, Allotment Letters, Sales Agreements, and Registrations
    • Coordinate with the legal team for vetting, corrections, and final approvals.
    • Ensure timely dispatch, follow-up, and signature collection for all agreements.
    • Maintain and update all documentation as per RERA compliance.
    • ###

    • 2. Accounts & Coordination
    • Prepare
    • cost sheets, payment schedules, and outstanding statements
    • for clients.
    • Coordinate with the accounts team for invoicing, receipts, TDS entries, and reconciliation.
    • Ensure accurate system entries in CRM / ERP.
    • ###

    • 3. Recovery & Payment Follow-Up
    • Track due payments, send reminders, and follow up with customers for timely collections.
    • Maintain MIS for overdue, part payments, and collections status.
    • Coordinate with the finance & legal teams for escalation cases if required.
    • ###

    • 4. Customer Relationship Management
    • Handle customer queries related to payment, documentation, and agreements.
    • Maintain a smooth communication channel between customers, sales, accounts, and legal teams.
    • Ensure a positive customer experience during the entire post-sales journey.
    • ###

    • 5. Compliance & Internal Coordination
    • Ensure all processes align with
    • RERA norms
    • , company policies, and project guidelines.
    • Support pre-sales and sales teams with documentation needs and updates.
    • Assist in internal audits, system data checks, and adherence to timelines.
    • ##

    • Skills & Qualifications
    • Bachelor’s degree in
    • Commerce / Business / Law
    • (preferred).
    • 2–5 years of experience in
    • Real Estate CRM / Accounts / Documentation
    • Strong knowledge of
    • basic accounting
    • , agreement drafting, and customer handling.
    • Proficiency in
    • MS Office, CRM / ERP software
    • , and documentation management.
    • Strong communication and follow-up skills.
    • Detail-oriented with good time-management ability.
    • ##

    • Key Competencies
    • Professional communication (written and verbal)
    • Documentation accuracy
    • Customer service focus
    • Recovery & follow-up discipline
    • Coordination across departments
    • Integrity, confidentiality, and process ownership
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