0 - 4 years

1 - 3 Lacs

Posted:4 days ago| Platform: Naukri logo

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Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Back Office Executive

Preferred candidate profile

1. Tele-calling & Customer Coordination

  • Make outbound calls to customers for

    payment reminders

    ,

    follow-ups

    , and

    sales lead engagement

    .
  • Maintain proper call logs, customer interaction details, and escalate cases when required.
  • Assist field teams by coordinating customer visits and sharing updated case details.

2. MIS & Reporting

  • Prepare and maintain daily, weekly, and monthly MIS reports for sales and collections.
  • Consolidate data received from different locations/teams and ensure accuracy before submission.
  • Track team performance, portfolio updates, bucket-wise collections, lead status, and other KPIs.
  • Share analysis and required dashboards with the Sales/Collections managers.

3. Sales & Collections Support

  • Assist in coordinating lead allocation, follow-up tracking, and report submissions.
  • Support collections team in monitoring overdue cases, delay trends, and follow-up outcomes.
  • Work closely with branch teams for document collection, verification, target monitoring, and performance updates.

4. Team Handling

  • Supervise and guide a team of

    3 or more executives

    in coordinating daily tasks.
  • Allocate work, monitor productivity, and ensure timely completion of assigned responsibilities.
  • Provide on-call/off-call support and escalate concerns to senior management when required.

5. Administrative & Back Office Operations

  • Ensure proper documentation, filing, and data management of all customer cases.
  • Coordinate with cross-functional departments (HR, Accounts, Operations) for smooth workflow.
  • Maintain confidentiality and data security as per NBFC compliance guidelines.

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