Collection Executive / Officer

Job Description – Collection ExecutiveDepartment: Accounts / Collection

Designation: Collection Executive

Experience: 1–3 Years

Qualification: Graduate (Commerce preferred)

Location: As per company requirement

Job SummaryWe are looking for a responsible and result-oriented Collection Executive with good knowledge of Tally, MS Excel, and professional calling skills. The candidate will be responsible for following up with customers for outstanding payments, maintaining collection records, coordinating with clients, and ensuring timely recovery of pending dues.

1. Key ResponsibilitiesMake regular outbound calls to customers for outstanding payment follow-ups.
2. Follow up with customers regarding pending invoices and overdue payments.
3. Maintain daily collection reports and customer outstanding records.
4. Prepare and update payment follow-up reports using MS Excel.
5. Enter and maintain sales, payment, receipt, and outstanding details in Tally.
6. Coordinate with customers regarding payment commitments and expected payment dates.
7. Send payment reminders through calls, emails, and WhatsApp.
8. Coordinate with the Accounts and Sales Departments for payment-related issues.
9. Maintain proper records of customer communication and payment commitments.
10. Achieve monthly collection targets assigned by management.

• Required Skills & QualificationsGood working knowledge of Tally (ERP 9 / Tally Prime).
• Strong knowledge of MS Excel (VLOOKUP, Pivot Table, basic formulas, data management).
• Good communication and telephone calling skills.
• Previous experience in customer calling and payment collection.
• Ability to handle customer queries and payment-related disputes.
• Good follow-up, negotiation, and coordination skills.
• Ability to prepare daily, weekly, and monthly MIS reports.