Position: Credit Control & Client Onboarding Executive

Experience: 1-3 Years

Location: Gurugram, Haryana

Employment Type: Full-Time

Working Days: Monday to Friday

Department: Credit Control & Client Onboarding

Key Responsibilities Credit Control

- Assess the creditworthiness of current and existing customers by evaluating financial information and payment history.
- Approve or recommend customer credit limits in accordance with company policies.
- Monitor customer accounts to ensure timely payments and proactively follow up on overdue invoices.
- Recover outstanding payments through calls, emails, and official communication.
- Investigate and resolve payment disputes by coordinating with Sales, Finance, and Accounts Receivable teams.
- Reconcile customer accounts and accurately allocate incoming payments within the accounting system.
- Prepare weekly and monthly reports on debtor balances, collections, aging analysis, and potential bad debts.
- Respond promptly to customer queries related to invoices, payments, and account statements.
- Maintain accurate records of collection activities and payment commitments.

Client Onboarding

- Manage the end-to-end onboarding process for B2B partners, including travel agents, corporate clients, and suppliers.
- Guide new clients through portal registration, wallet setup, user creation, and platform navigation.
- Collect, verify, and maintain KYC documents such as GSTIN, PAN, Trade License, Certificate of Incorporation, and other compliance documents.
- Perform credit and compliance risk assessments before activating customer accounts or extending credit facilities.
- Coordinate with Sales, Product, Technical, and Finance teams to resolve onboarding issues and ensure timely account activation.
- Maintain accurate client information in CRM and backend systems.
- Periodically review existing customer profiles to ensure continued regulatory compliance.
- Ensure adherence to company policies, KYC, AML, and regulatory guidelines throughout the onboarding lifecycle.





Required Skills & Qualifications Educational Qualification

- Bachelors degree in Finance, Accounting, Business Administration, Commerce, Hospitality, or a related field.

Experience

- 1-3 years of experience in Credit Control, Accounts Receivable, Client Onboarding, KYC, or Compliance Operations.
- Experience in the travel technology, hospitality, fintech, or B2B services industry will be an added advantage.

Technical Skills

- Proficiency in Microsoft Excel and Microsoft Office Suite.
- Experience working with Accounting Software and CRM systems.
- Knowledge of KYC, AML, and compliance processes.
- Understanding of debtor reconciliation and credit management.
- Familiarity with B2B travel distribution, GDS, IATA, or wallet-based systems is preferred.

Core Competencies

- Strong analytical and problem-solving skills.
- Excellent verbal and written communication.
- High attention to detail and accuracy.
- Strong negotiation and relationship management skills.
- Ability to manage multiple priorities and meet deadlines.
- Ability to handle challenging customer situations professionally.
- Good organizational and documentation skills.

Key Performance Indicators (KPIs)

- Collection efficiency and reduction in overdue receivables.
- Debtor aging performance.
- Time taken to onboard and activate new clients.
- KYC accuracy and compliance audit success rate.
- Reduction in onboarding backlog.
- Client satisfaction during onboarding.
- Accuracy of customer account reconciliation.
- Timely submission of credit control and debtor reports.

Why Join Us

- Be part of a fast-growing travel technology organization.
- Opportunity to work across Finance, Operations, and Client Success functions.
- Exposure to B2B travel operations, credit management, and compliance processes.
- Collaborative work environment with solid learning and career growth opportunities.
- Competitive compensation and employee benefits.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Credit Control & Client Onboarding Executive/Sr. Executive (Gurugram)
🏢 UDAAN Hotels & Resorts
📍 Gurugram