Tele Caller cum Accounts Receivable Coordinator

Key Responsibilities:

Tele-calling & Customer Communication

• Make outbound calls to customers for payment reminders, outstanding follow-ups, and invoice status.
• Maintain professional communication with clients regarding purchase orders, dispatch details, and delivery confirmations.
• Resolve customer queries related to invoices, balances, and credit notes by coordinating with the accounts team.
• Provide timely information to customers on product availability, order status, and dispatch schedules (in coordination with sales).

Accounts Receivable Coordination

• Track pending payments, overdue invoices, and follow-up commitments.
• Update daily receivable records and aging reports.
• Coordinate with the Accounts Department to share collection progress, discrepancies, or customer issues.
• Assist in the preparation of monthly receivable statements, customer ledgers, and MIS reports.
• Report high-risk or long-pending accounts to management promptly.

Sales & Dispatch Coordination

• Coordinate with sales executives for payment follow-ups, order confirmation, and customer communication.
• Liaise with the dispatch/logistics team for delivery updates required by customers.
• Inform customers about any delays, shortages, or changes in the delivery schedule.

Documentation & Data Management

• Maintain accurate records of all calls, commitments, and customer interactions.
• Ensure proper filing of invoices, e-way bills, delivery challans, and payment receipts.
• Update CRM/ERP systems with payment status and communication logs.

Required Skills & Qualifications

• Graduate in Commerce, Business Administration, or a related field.
• 13 years of experience in tele-calling, accounts receivable follow-up, or customer service (manufacturing preferred).
• Good understanding of invoicing, GST, e-way bills, and basic accounting terms.
• Strong communication skills (Hindi & English), polite tone, and persuasive calling ability.
• Proficiency in MS Office (especially Excel) and familiarity with ERP/accounting software.
• Strong follow-up skills, accuracy in data entry, and ability to handle pressure.

Key Competencies

• Customer service mindset
• Problem-solving attitude
• Persistent follow-through
• Good listening and negotiation skills
• High level of accuracy and accountability
• Ability to coordinate with cross-functional teams