Field Collection Executive

Key Responsibilities

1. Collection & Recovery

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 Visit customers (dealers / partners / end-users) for payment collection

 Ensure timely recovery of overdue payments and EMIs

 Follow up on delinquent accounts and resolve payment issues

 Achieve monthly collection targets and reduce DSO (Days Sales Outstanding)

2. Field Operations

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 Plan daily routes and visits efficiently to maximize productivity

 Maintain accurate records of customer visits and collection status

 Update collection data in CRM/ERP systems in real-time or end-of-day

3. Customer Relationship Management

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 Build and maintain strong relationships with customers

 Address customer queries related to billing, payments, or disputes

 Educate customers on payment schedules and policies

4. Risk & Compliance

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 Identify high-risk accounts and escalate to management

 Ensure adherence to company policies and ethical collection practices

 Maintain proper documentation and receipts for all collections

5. Coordination

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 Work closely with Sales, Operations, and Finance teams

 Coordinate for dispute resolution and account reconciliation

 Provide regular feedback from the field to improve processes

Key Performance Indicators (KPIs)

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 Collection efficiency (%)

 Reduction in overdue accounts

 Number of successful field visits

 Recovery from delinquent customers

 Data accuracy and reporting timeliness