Role Of a Collecon Planner for M11 ENERGY TRANSITION PVT LTD
Objecve
1. Leading a team of 4-6 Collec¢on Execu¢ves to maximize collec¢ons of Enrolled FBOs.
2. Ensuring that desired number of vehicles run daily to ensure monthly targets are
met.
3. Op¢mizing the Routes & Sub-routes to ensure fair load & maximiza¢on of collec¢ons.
4. Crea¢ng monthly & daily plans to ensure that CEs 100% FBOs are met by the
Collec¢on Execu¢ves in a given month in order to maximize collec¢ons.
5. Review performance of CEs daily to understand why they could not achieve the
numbers & guide them to improve plans & performance for the next day & balance
of the month.
6. A¢emp¢ng to convince all Not Interested FBOs either over phone call or eld visit
7. Doing eld visits regularly to understand on ground challenges, conver¢ng dicult to
convince customers, maintaining rela¢onship with Category A-B FBOs & coaching
CE& Drivers to improve their performance & to cover for absenteeism.
8. Ensuring the Collec¢on Execu¢ves get the Correct Phone Numbers (Of Not Reachable
Phone Numbers) of FBOs by mee¢ng the FBOs on eld
9. Ensuring that Collec¢on Execu¢ves call & get maximum conrmed order on the
previous day of their visit.
10. Ensuring all Business Closed Data is removed from the system by taking appropriate
approval
Joining Kit
All Collec¢on Execu¢ves & Drivers Should be provided
a. Bee APP ID
b. Sim Card & Mobile Phones
c. Company ID Card
d. Uniforms
e. Gloves
f. Safety Shoes
g. Raincoat
h. Face Mask
Field Kit
1. ISCC Forms & Agreement
2. Cans
3. Weighing Scale
4. Filter
5. Business Document
Arranging UCO Vehicle
Coordina¢ng with the Depot Execu¢ves and ensuring Vehicle is available for the collec¢on
execu¢ves daily
Vehicle Check

1. CNG
2. Vehicle Documents
3. Vehicle Working Condi¢on
Planning
1.



Check the Total Number of Ac¢ve FBO in your Depot / Territory and allocate the
Ac¢ve FBO Data to Collec¢on Execu¢ves
2. For Eg. if there are 900 Ac¢ve FBOs and 3 Collec¢on Execu¢ve then make 3 Routes
and Provide 300 Ac¢ve FBOs data to each Collec¢on Execu¢ve (25 Plus or 25 Minus
Can be considered but beyond or below that number should not be allowed. In the
above example the lowest data given to a CE should not be less than 275 and
maximum data given to a CE should not be more than 325)
3. In each of the Route make Sub Routes (There should be around 5 Sub Routes is, the
Minimum Data in a Sub Route should not be less than 60 and maximum should not
exceed 80) so that every sub-route can be visited once a week & an addi¢onal day
available to cover for absenteeism or other exigencies.
4. Make a month plan for each sub-route with details of which week the FBO will be
visited. The plan can be changed during the month.
5. Provide a Print Out of Complete Ac¢ve FBO Data of the Collec¢on Execu¢ve in the
beginning of the Month by making the complete month plan with dates men¢oned
6. Make Day Plan for all the Collec¢on Execu¢ves working in your team on a daily basis
How to Make a Day Plan
1. Day Plan should be made for a Par¢cular Sub Route which the CE is going to visit
tomorrow.
2. Ask the CE to call the FBOs on the sub-route where he is going the next day to get
maximum Conrmed orders
3. Priority should be given to ABC Category Data and then to DEF Category Data
4. Following FBOs should be added in the Day Plan
a.



FBOs who had disposed UCO on the same date in the previous month
b. FBOs who dispose UCO mul¢ple ¢mes in a month, if any of those FBOs collec¢on fall
in that date
c. Conrm order received by making phone calls either by the Collec¢on Planner or
Collec¢on Execu¢ve
d. Incoming Phone Calls Received by FBOs
e. Collec¢on List Received from BDEs
f. Not Reachable Phone Numbers of FBOs
g. Between 15-20 FBOs need to be scheduled for visits.
Method to Provide Collec¢on Plan to Collec¢on Execu¢ves
1. Collec¢on Plan should be sent to Collec¢on Execu¢ves in the evening on their
Whatsapp
2. Take Print Out of the Collec¢on Plan in the evening and keep it in the Depot, which
will help the Depot Execu¢ves to carry it while they are leaving for eld

Training & Direc¢on
1. Training the Collec¢on Execu¢ve Classroom Training + Field Training
2. Ensure Collec¢on Execu¢ve is working in 1 Sub Route in a Given Day (Collec¢on
Execu¢ve working in Mul¢ple Routes in a given day, should be avoided)
3. Next Day Working Route should be informed to Collec¢on Execu¢ve on the Previous
Day Morning (Which Will enable Collec¢on Execu¢ve to Make Tele Calls and Plan
their Next Day)
Daily Review with Collec¢on Execu¢ves
1. Minimum15 Field Visits
2. 35 Phone Calls & Fixing Conrm Orders for the following day
3. Checking the CE has followed the Collec¢on Plan
4. Check the CE has made the required number of Phone Calls & Field Calls and the
same has been updated in BEE APP
5. Check the CE has got Phone Number and Concern Persons name of FBOs whose
number is not reachable
6. Ensuring the CE gets the ISCC Form and Agreement lled from all FBOs who are
disposing UCO (Ensuring the Depot Execu¢ve Maintains a Proper Filing of the same)
7. Ensuring the Collec¢on Execu¢ve is Following the Collec¢on SOP

📌 Collection Planner (Hyderabad)
🏢 M11 Energy Transition
📍 Hyderabad