Associate/Senior Associate – Finance and Accounts

Note:

• Applications are invited from candidates who are able to attend a face-to-face interview at the office address mentioned in the Job Description.
• Shortlisted candidates will be invited for an in-person interview at our office.
• The interview schedule and other relevant details will be shared via email following the initial screening process.

Designation: Associate/Senior Associate – Finance and Accounts

Experience: 0 – 2 years

Educational Background: Degree in Finance, Accounting, or related field

Location: Allianz Services, Technopark Phase III, Trivandrum

Roles and Responsibilities:

• Prior experience in Finance domain preferably Accounts receivable
• Customer Financial Interactions: Handle inbound and outbound calls related to customer accounts, providing financial guidance and support.
• Collections Management: Proactively contact customers for overdue payments, negotiate payment plans, and collaborate with the collections team for effective debt recovery.
• Account Reconciliation: Conduct detailed account reconciliation, identify discrepancies, and work towards resolution.
• Financial Consultation: Provide financial advice and information to customers, addressing inquiries related to billing, statements, and account details.
• Data Accuracy: Ensure accurate recording of financial transactions and customer interactions in the system.
• Collaboration with Finance Teams: Work closely with internal finance teams to relay customer insights and assist in resolving financial discrepancies.

Desired Candidate Profile:

• Educational Background: Degree in Finance, Accounting, or related field.
• Experience: [0 to 2] years of experience in voice-based customer service, collections, and financial management.
• Financial Acumen: Strong understanding of financial principles, accounting processes, and financial statement analysis.
• Communication Skills: Excellent verbal communication skills with the ability to explain financial concepts in an understandable manner.
• Adaptability: Comfortable working in a dynamic environment and adapting to changing customer and business needs.