Customer Relationship Executive – Accounts Team

Job Summary:

We are seeking a proactive and detail-oriented Customer Relationship Executive to join our Accounts Team. The ideal candidate will be responsible for maintaining strong relationships with clients, customers, and banks. This role involves regular follow-ups with banks, resolving account-related queries, and ensuring timely communication with all stakeholders to support the finance and accounts operations.

Key Responsibilities:

• Bank Coordination:
• Regularly follow up with banks regarding transactions, payments, reconciliations, and documentation.
• Ensure all banking-related queries are resolved promptly.
• Liaise with bank representatives to ensure smooth financial operations.
• Client & Customer Interaction:
• Communicate with clients/customers regarding payment updates, invoice clarifications, and account-related queries.
• Send payment reminders and follow up on outstanding dues.
• Maintain a professional and positive relationship with clients and customers.
• Accounts Support:
• Coordinate with the internal accounts team to track payment status and share updates.
• Assist in preparing reports related to receivables, payments, and reconciliations.
• Help resolve any discrepancies between clients/customers and internal records.
• Documentation & Reporting:
• Maintain records of communications with banks, clients, and customers.
• Update CRM or accounting systems with relevant notes and status updates.
• Generate daily/weekly reports as required by the accounts or finance department.

Key Skills Required:

• Excellent communication and interpersonal skills
• Strong follow-up and coordination abilities
• Basic knowledge of accounting principles
• Proficiency in Mail
• Ability to handle pressure and meet deadlines
• Problem-solving attitude and attention to detail.

*Female Candidates are Preferred*

Job Type: Full-time

Pay: ₹17,000.00 - ₹18,000.00 per month

Benefits:

• Provident Fund

Application Question(s):

• Do you have accounting knowledge?

Language:

• English (Required)

Work Location: In person