Back Office Executive

Back Office Executive – Collection

Responsible for managing collection-related data and MIS, coordinating with collection teams, tracking overdue accounts and PTPs, reconciling payments, preparing performance reports, and ensuring accurate and timely updating of collection records. Experience in Banking/NBFC/Telecom collection, debt recovery or retention will be an advantage.

• Back Office – Collection: Roles & Responsibilities
• Maintain and update customer/account collection records in the system.
• Verify customer details, outstanding amount, overdue amount, payment history and account status.
• Prepare daily collection reports, MIS and performance reports.
• Coordinate with field collection executives and calling/tele-calling teams.
• Allocate and distribute customer cases/accounts to collection executives as per requirements.
• Track daily collection, pending cases, promises-to-pay (PTP), broken PTP and overdue accounts.
• Follow up with collection executives for pending payments and unresolved cases.
• Update payment receipts, transaction details and settlement information accurately.
• Reconcile collection data with system/bank/payment records.
• Identify discrepancies in customer accounts and coordinate with the concerned department for resolution.
• Prepare executive-wise, agency-wise and location-wise collection performance reports.
• Monitor targets vs. actual collections and highlight shortfalls to management.
• Maintain proper documentation of customer communication, payment commitments and case status.
• Support management with daily, weekly and monthly collection MIS.
• Ensure all data is maintained accurately and confidentially.
• Coordinate with Banking/NBFC/Telecom clients for account-related queries, reports and reconciliation.
• Maintain proper records of legal, settlement, recovery and escalation cases, wherever applicable.
• Follow company policies, client guidelines and applicable compliance requirements.

Key Skills RequiredMS Excel | MIS Reporting | Data Management | Collection Process | Reconciliation | Coordination | Communication | Accuracy | Follow-up | CRM/Collection Software