Sales Operations Executive
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Key skills for this role
About the Role
BEYOND Developments is looking for a Sales Operations Executive to handle walk-in customer transactions, process payments, perform KYC checks, and reconcile accounts. The role requires 1-3 years of experience in sales admin operations and proficiency in MS Office and CRM systems.
Key Skills for This Role
Responsibilities
- Handle walk in customer transactions daily, ensuring smooth, efficient, and accurate service
- Handle all incoming payments, including cash, checks, and electronic transfers for property sales, installment plans, and associated charges
- Verify and process customer payments, ensuring accuracy in transactions and account updates
- Perform Know Your Customer (KYC) checks using official systems and maintain a detailed record
- Reconcile payments daily, preparing and posting receipts while resolving any discrepancies that arise
- Manage large cash volumes and report on cash and banking transactions regularly
- Maintain accurate records for postdated and security deposit checks, ensuring proper storage and tracking
- Prepare and issue deposit slips for all check deposits and ensure timely handover to the finance department for banking
- Support the team by preparing and organizing sales reports, tracking the status of customer payments, and updating the CRM system with sales data
- Process and track transactions through POS systems for different real estate projects, ensuring smooth operation and accurate financial tracking
- Generate daily, weekly, and monthly financial reports detailing sales, payments, and outstanding balances, and submit these to management for review
- Perform account reconciliation to ensure all sales, payments, and receipts are accurately recorded in the financial system
Requirements
- Bachelor's Degree / Intermediate Institute
- 1 3 years of experience in sales admin operations
- Organization and multi tasking skills
- Interpersonal skills and strong communication skills
- Proficiency in MS Office (Excel, Word, PowerPoint)
- Proficiency in CRM System (Salesforce)
Full Job Posting
Responsibilities
- Handle walk in customer transactions daily, ensuring smooth, efficient, and accurate service
- Handle all incoming payments, including cash, checks, and electronic transfers for property sales, installment plans, and associated charges (e.g., NOC fees, late payment fees, RERA fees, title deed charges).
- Verify and process customer payments, ensuring accuracy in transactions and account updates.
- Perform Know Your Customer (KYC) checks using official systems and maintain a detailed record.
- Reconcile payments daily, preparing and posting receipts while resolving any discrepancies that arise.
- Manage large cash volumes and report on cash and banking transactions regularly.
- Maintain accurate records for postdated and security deposit checks, ensuring proper storage and tracking
- Prepare and issue deposit slips for all check deposits and ensure timely handover to the finance department for banking
- Support the team by preparing and organizing sales reports, tracking the status of customer payments, and updating the CRM system with sales data.
- Process and track transactions through POS systems for different real estate projects, ensuring smooth operation and accurate financial tracking
- Generate daily, weekly, and monthly financial reports detailing sales, payments, and outstanding balances, and submit these to management for review.
- Perform account reconciliation to ensure all sales, payments, and receipts are accurately recorded in the financial system
Requirements
- Bachelor's Degree / Intermediate Institute
- 1 3 years of experience in sales admin operations
- Organization and multi tasking, interpersonal skills, strong communication skills and proficiency in MS Office (Excel, Word, PowerPoint), CRM System (Salesforce)
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