About: The organization is a Mumbai-based IT distribution and technology solutions company specializing
in the distribution of IT infrastructure products, managed services, networking
solutions, and telecom-related technologies across India. Established in 2000 and incorporated as a private limited company in 2008, the company has
built a strong presence in the Indian IT distribution ecosystem through its
extensive partner network and customer-focused approach

Department: Accounts & Finance

Reports To: Head of Accounts / Finance Manager

Job Summary: This role focuses on proactive payment
collection, credit management,and customer account reconciliation. The Payment
Follow-up Officer ensures timely cash inflow, maintains healthy accounts
receivable aging, and works closely with the sales team to manage credit terms
and payment schedules.

Key Responsibilities:

• Send payment reminders and follow-ups to
customers on outstanding invoices

• Maintain aging report of accounts receivable and
flag overdue payments

• Contact customers regarding payment status,
address payment issues and delays

• Coordinate payment receipts, posting, and
reconciliation

• Manage customer credit limits and terms

• Prepare daily/weekly cash position reports

• Handle customer payment-related queries and
complaints

• Maintain payment records and customer
correspondence

• Work with sales team on credit decisions for
new/high-value accounts

• Generate payment collection reports for




management review

• Update ERPNext/Tally with payment receipts and
adjustments

• Monitor payment patterns and alert management of
payment risks

• Coordinate with banks for online payment
confirmations

• Handle customer remittance advice processing

Requirements

• 2-3 years of experience in accounts receivable
or payment collection

• Knowledge of Tally ERP/accounting software

• Strong command of English and regional language

• Excellent communication and interpersonal skills

• Attention to detail and accuracy in financial
record-keeping

• Ability to manage multiple follow-ups and
maintain persistence

• Understanding of invoice processing and payment
reconciliation

• Knowledge of banking and payment methods (NEFT,
RTGS, cheques, UPI)

Preferred Qualifications:

• Experience with ERPNext or similar cloud-based
accounting systems

• Knowledge of export invoicing and international
payments

• Experience in credit management

• Knowledge of GST and TDS compliance

• Banking software experience (ICICI, HDFC, AXIS
platforms)

• Customer service background

Skills Required:

• Payment reconciliation and verification

• Tally/ERP software proficiency

• Excel for reports and aging analysis

• Communication and follow-up discipline

• Problem-solving in payment disputes

• Customer relationship management

Advantages

As Per Industry

📌 Payment Follow up and collection Officer (Mumbai)
🏢 Important Company of the Sector
📍 Mumbai