Document Collection Executive

3 days ago

Mp Nagar Bhopal Madhya Pradesh, India Ksquare Full time

**Job Title**: Document Collection Executive

**Job Summary**:
The Collection Executive is responsible for ensuring the timely collection of payments from clients for financial products such as Mutual Funds, SIPs, Insurance, IPOs.This role involves following up on overdue payments, resolving payment issues, and maintaining accurate records.

**Key Responsibilities**:

- Follow up with clients for payments related to Mutual Funds, SIPs, Insurance, and IPOs.
- Maintain strong client relationships and provide updates on payment statuses.
- Process payments and update records accurately.
- Address client payment disputes and resolve issues promptly.
- Collaborate with Sales, Customer Support, and Finance teams.
- Generate and submit reports on outstanding collections.

**Qualifications**:

- Bachelor's degree in Finance or related field.
- 1 years of experience in collections or customer service within the financial services sector.
- Knowledge of Mutual Funds, SIPs, Insurance, IPOs.
- Strong communication and problem-solving skills.

**Key Skills**:

- Excellent communication and negotiation skills.
- Detail-oriented with strong organizational abilities.
- Proficiency in CRM and financial software.

**Working Conditions**:

- Full-time position with competitive benefits.

contact-9522288397, 9522288231

**Job Types**: Full-time, Permanent

Pay: Up to ₹15,000.00 per month

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental Pay:

- Performance bonus

**Education**:

- Bachelor's (preferred)

**Experience**:

- Field work: 1 year (required)

Work Location: In person

Expected Start Date: 04/03/2025

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