We are seeking a detail-oriented and organized CRM cum Accountant to manage customer relationship activities and accounting operations for our real estate business. The ideal candidate should have strong communication skills, knowledge of real estate sales processes, and hands-on experience in accounting, invoicing, and financial record management. This role acts as a bridge between the sales team, customers, and accounts department to ensure smooth customer service and accurate financial transactions.
Key ResponsibilitiesCRM Responsibilities
- Maintain and update customer data in the CRM system.
- Handle customer queries, complaints, and service requests professionally.
- Ensure proper documentation of booking forms, agreements, KYC documents, and customer correspondence.
- Send payment reminders, installment schedules, and possession-related communications to customers.
Accounting Responsibilities
- Maintain day-to-day accounting records in Tally/ERP/accounting software.
- Prepare sales invoices, receipts, debit notes, and credit notes.
- Record customer payments, refunds, and adjustments accurately.
- Reconcile bank statements, customer ledgers, and vendor accounts.
- Assist in monthly, quarterly, and annual financial closing activities.
- Maintain petty cash and monitor office expenses.
- Coordinate with auditors, tax consultants, and management for financial documentation.
- Ensure compliance with GST, TDS, and other statutory requirements related to real estate transactions.
Required Qualifications
- Bachelor’s degree in Commerce (B.Com), Accounting, Finance, or a related field.
- Additional certification in Accounting/Tally/GST will be an advantage.
Required Skills
- Proficiency in Tally, MS Excel, and accounting software.
- Familiarity with CRM software and customer data management.
- Good understanding of real estate booking and payment processes.
- Strong communication and interpersonal skills.
- Excellent organizational and time-management abilities.
- Attention to detail and accuracy in financial records.
- Ability to work independently and as part of a team.
Preferred Experience
- Experience in a real estate developer, builder, or property management company preferred.
- Knowledge of GST, TDS, invoicing, and customer payment tracking in real estate transactions.
Pay: ₹20,000.00 - ₹30,000.00 per month
Work Location: In person
