22 Aug
|
Beyond Financial Services
|
Ahmedabad
22 Aug
Beyond Financial Services
Ahmedabad
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 Required MS Excel | MIS Reporting | Data Management | Collection Process | Reconciliation | Coordination | Communication | Accuracy | Follow-up | CRM/Collection Software
📌 Back Office Executive (Ahmedabad)
🏢 Beyond Financial Services
📍 Ahmedabad