Collection Officer

0 years

1 - 2 Lacs

Posted:1 day ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

The Collection Executive will be responsible for ensuring timely collection of service fees, consultancy charges, documentation fees, and follow-ups with clients whose files are under MSME subsidy, machinery loans, and government scheme processing. This role requires strong communication, field follow-up skills, and a professional approach in handling clients.

Key Responsibilities1. Payment Collection & Follow-Up

  • Follow up with clients for pending payments, instalments, and service fees.
  • Ensure timely collection as per agreed terms and maintain high recovery efficiency.
  • Visit clients (if required) for cheque/cash collection and document pickup.
  • Share payment reminders through WhatsApp, calls, and emails.

2. Documentation & Record Management

  • Maintain a proper log of collection status and daily follow-ups in Excel/CRM.
  • Coordinate with back office for invoice copies, receipts, and client details.
  • Update collection reports, ageing summaries, and settlement status.

3. Client Communication

  • Communicate politely and professionally with clients regarding outstanding dues.
  • Resolve queries related to billing, service fees, scheme progress, or documentation.
  • Maintain healthy relations with clients while ensuring timely recovery.

4. Coordination with Internal Teams

  • Work closely with the accounts, loan, and subsidy teams for client status.
  • Update senior management on daily/weekly collection performance.
  • Share timely alerts about clients delaying payments or skipping commitments.

5. Field Visit (If Required)

  • Conduct scheduled field visits for collection and documentation.
  • Verify client details and maintain transparency in transactions.

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹20,000.00 per month

Benefits:

  • Leave encashment

Work Location: In person

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