Roles and Responsibilities :
- Manage field collections by coordinating with team members to ensure timely payment recovery from customers.
- Conduct regular reconciliations to identify discrepancies in payments and take corrective action.
- Follow up on overdue payments through phone calls, emails, or visits to resolve issues promptly.
- Maintain accurate records of all interactions with customers, including payment status updates.
- Regular follow ups with Operations and customers for collections.
- Review invoice wise outstanding on monthly basis with Operation team
- For timely collection, coordinate with operation to share the invoice submission cut of dates.
- Work closely with cross departments in closing issues
- Meet customer along with Operations to collect outstanding dues
- Review customer outstanding on regular basis and Investigate the reason of OS >30 days
- Work closely with cross departments in closing issues
- Meet customer along with Operations to collect outstanding dues
- Coordination with operation to close all short payment cases on monthly basis
- Follow up for payment advices
- Prepare and circulate outstanding files with stakeholders on weekly basis.
- Account reconciliation with various clients and ensure balance confirmation on periodic basis
- Prepare and review write off and write back note after proper review of outstanding and request received from operation team.
- Based on invoice wise review circulate risk assessment file with management on monthly basis
- Prepare and share DSO file for monthly presentation
- Suggest any process improvement
- Collation of master data i.e. email id’s & contact numbers of all customers and their seniors.
- Soft call to the customer after 2 days from the submission of Invoices.
- Email to the customer before 10 days of the Due Date to check the smooth process of our invoices.
- Reminder Letters
- Recommendation of service withdrawal in case of delinquent customers to Head of Operations and Head HR