21 Aug
|
Beyond Financial Services
|
India
21 Aug
Beyond Financial Services
India
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 (India)
🏢 Beyond Financial Services
📍 India