Financial Portfolio Specialist

1 week ago

Gurgaon, Haryana, India beBeeCredit Full time ₹ 12,00,000 - ₹ 15,00,000

The role of a Credit Analyst is pivotal in supporting the AR management for relevant markets and customers. This entails reviewing business plans, providing credit alignment, verifying and processing sales orders, managing portfolio accounts, and coordinating with commercial teams and customers for payments.

This individual directly interfaces with internal and external customers to resolve account discrepancies and build long-lasting relationships to drive collections and manage overdue accounts.

Key Responsibilities
  • Perform credit reviews for customers in relevant markets, ensuring required documents are in place for assigning credit and defining the correct risk category in the system.
  • Coordinate with commercial and commercial finance teams to pre-align credit requirements for respective markets and customers based on sales plans and initiate required actions/approvals.
  • Manage portfolio accounts handled within prescribed policies and service sales orders.
  • Perform daily collection activities, including contacting customers/commercial teams for past dues, sales coordinators for payment advices, and TBO teams for cash applications.
  • Coordinate with Credit Insurance Companies and provide required information for coverage, timely updates, and follow-ups.
  • Maintain high-level performance of customer portfolios, driving process improvement in the end-to-end Order to Cash Cycle.
  • Take actions to encourage timely debt payment, maintain/update account status records, and collection efforts (SAP Logs).
  • Customer Visits (3-5 days per month) to ensure timely payments.
  • Maintain direct communication with clients to ensure timely payments.
  • Investigate and resolve aged AR transactions for all accounts assigned by the Manager- Order to Cash.
  • Verify customer reconciliations and escalate disputes with Commercial Finance for resolution.
  • Weekly reports on collection activity and accounts receivable status.
  • Perform monthly AML testing, monitor, and escalate any unapplied collections, maintain cheque bounce trackers, and escalate recurring cases.
  • Structure and own deduction resolution strategies to identify and process account adjustments.
  • Quarterly Bad Debt Provision and Write-off Working.
  • Reduce 90 days outstanding and DSO Improvement.
  • Maintain accurate records, including notes on customer communication and follow-up plans.
  • Create reports relating to account receivable and cash flow forecasting.
  • Support internal & statutory Audits of the accounts receivable and improve efficiency.
  • Engage in projects and process improvement initiatives as assigned by the Credit Manager.
  • Escalate any potential defaults to the Manager- Order to Cash for review and appropriate action.

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