Back Office Executive

1. Collect the manually filled booking card from the customer

2. Allot priority Number and feed the following into the Computer

  a) Name and Address of the customer

   b) Product and colour (vehicle)

   C) Mode of Transaction – Cash or Finance

   D) If finance, name of the financier, disbursable amount of the financier

   e) Name of the sale Executive

3. After the booking amount is remitted by the customer, collect the booking card from respective customer and keep it serially in the folder.

4. When the customer comes to make the final payment, hand over the booking card along with one folder and one postal envelop to the respective customer

5. After the full payment is remitted by the customer, collect the booking card and folder from the customer.

6. Get the vehicle allotted for the customer and hand over the folder to billing assistant vechicle allotment has to made as per the age of vechicle in stock

7. If no vechicle in stock, hold the folder till stock arrives.

8. After the vechicle is delivered to customer, send the booking card to delivery assistant through respective sales Executive and collect it back after the delivery details are entered in the booking card by vechicle delivery assistant.

9. Maintain the booking cards of the customers serially as priority number wise and product wise. Collect Monthly sales statement from commercial Department and endorse the serial number on the closed booking card in the space provided for the same.

10. Cancelled Booking cards are also to be maintained serially as per priority number wise and product wise

11. Accept the folder for billing from the sales Executive only.Ensure the folder is signed by the branch manager for billing and ensure all details required for billing are correctly entered in the computer.

12. Allot the vehicle as per the ageing of the vehicle in stock. If stock is not available, hold the billing till the stock computer

13. If any vehicle has to be billed from the stock of other branch, do not bill unless the stock is up dated in the computer

14. Prepare tax invoice, Registration Invoice and sale letter as per the details available in the folder

15. Enter the financier’s Disbursable amount correctly in the computer.

16. Adding RC smart card charges in the registration Invoice.

17. Adding Hypothecation charges, wherever applicable, in the registration Invoice.

18. Complete the Billing Section portion of folder in all respect

19. Collect cash / cheque from the customers issue Receipt for the same to them. While preparing receipt, ensure priority Number, amount and name of the customer are correctly

20. The Entries in the booking card must be correctly filled with required information such as receipt no, date, cash or cheque or draft etc.

21. In case of refund to the customer, the cashier should ensure the amount is refunded to the right customer only.

22. Do not accept any postdated or over written cheques.In case of out station cheque, collect cheque collection charges as applicable at the time of receiving the cheque from the customer

23. Do not receive any payment through folders.

24. While collecting cash / cheque from the customer, ensure the customer has signed the booking card .In case the customer has not signed , ask the customer to sign before collecting cash /cheque from him.

25. At the end day, he has to generate summary of credit/ debit swiping card to ensure the proper Credit is given to our account by the Merchant banking service of respective bank.