Account Executive
3 weeks ago
Company Description
PROPERTYCLOUD works closely with real estate property Developers to provide brokerage-free, technology-driven real estate services. PropertyCloud Realty Specifier Pvt Ltd. is a premium luxury and high-end real estate agency that serves the upper end of residential and commercial sales in Mumbai.
Role Description
This is a full-time on-site role for an Account Executive at PropertyCloud Realty Specifier Pvt Ltd. in Mumbai. The Account Executive will be responsible for managing client accounts, building relationships with developers, and facilitating property sales transactions.
Key Responsibilities :
1 . Collection Process Follow-up:
- Proactively follow up with clients and tenants to ensure timely collection of payments.
- Track outstanding payments and ensure they are settled within agreed timelines.
- Resolve any payment issues or disputes, coordinating with clients and internal teams for smooth resolution.
- Maintain records of all communications and payment statuses to ensure transparency.
2 . Credit and Data Maintenance:
- Accurately maintain client accounts, credit histories, and transaction details in the system.
- Update and manage all account-related data, ensuring that it is current and complete.
- Monitor the financial health of clients to mitigate risks related to credit exposure.
- Generate and track reports related to credit limits, outstanding balances, and payment schedules.
3 . Invoicing:
- Prepare and issue accurate invoices to clients, ensuring they reflect agreed terms and conditions.
- Follow up on invoice queries and resolve discrepancies in a timely manner.
- Coordinate with the finance team to ensure correct invoicing and payment tracking.
- Maintain a record of all issued invoices for future reference and auditing purposes.
4 . Tally Prime:
- Use Tally Prime for managing financial transactions, updating accounts, and ensuring data integrity.
- Reconcile accounts regularly, updating balances in Tally Prime for accurate financial reporting.
- Generate financial statements, reports, and tax-related documents as required using Tally Prime.
5 . Collection Follow-up:
- Conduct regular follow-ups with clients who have overdue payments or outstanding balances.
- Utilize various communication methods (phone, email, in-person) to remind clients of payment due dates.
- Maintain a consistent approach to collection while ensuring positive client relationships.
6 . Mail Communication:
- Draft and send professional emails to clients regarding payment reminders, invoice discrepancies, and account updates.
- Respond to client inquiries in a timely and professional manner.
- Ensure all communications are documented for reference and future follow-ups.
Qualifications
- Any Bachelor&aposs degree
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