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