Back Office Executive – Collection

Responsible for managing collection-related data and MIS, coordinating with collection teams, tracking overdue accounts and PTPs, reconciling payments, preparing performance reports, and ensuring accurate and timely updating of collection records. Experience in Banking/NBFC/Telecom collection, debt recovery or retention will be an advantage.

- Back Office – Collection: Roles & Responsibilities
- Maintain and update customer/account collection records in the system.
- Verify customer details, outstanding amount, overdue amount, payment history and account status.
- Prepare daily collection reports, MIS and performance reports.
- Coordinate with field collection executives and calling/tele-calling teams.
- Allocate and distribute customer cases/accounts to collection executives as per requirements.
- Track daily collection, pending cases, promises-to-pay (PTP), broken PTP and overdue accounts.
- Follow up with collection executives for pending payments and unresolved cases.
- Update payment receipts, transaction details and settlement information accurately.




- Reconcile collection data with system/bank/payment records.
- Identify discrepancies in customer accounts and coordinate with the concerned department for resolution.
- Prepare executive-wise, agency-wise and location-wise collection performance reports.
- Monitor targets vs. actual collections and highlight shortfalls to management.
- Maintain proper documentation of customer communication, payment commitments and case status.
- Support management with daily, weekly and monthly collection MIS.
- Ensure all data is maintained accurately and confidentially.
- Coordinate with Banking/NBFC/Telecom clients for account-related queries, reports and reconciliation.
- Maintain proper records of legal, settlement, recovery and escalation cases, wherever applicable.
- Follow company policies, client guidelines and applicable compliance requirements.

Key Skills RequiredMS Excel | MIS Reporting | Data Management | Collection Process | Reconciliation | Coordination | Communication | Accuracy | Follow-up | CRM/Collection Software

📌 Back Office Executive (Ahmedabad)
🏢 Beyond Financial Services
📍 Ahmedabad