Customer Relationship Executive – Accounts Team

1 week ago

Kolkata, West Bengal, India SDP & Associates Full time ₹ 2,16,000 per year

Job Summary:

We are seeking a proactive and detail-oriented Customer Relationship Executive to join our Accounts Team. The ideal candidate will be responsible for maintaining strong relationships with clients, customers, and banks. This role involves regular follow-ups with banks, resolving account-related queries, and ensuring timely communication with all stakeholders to support the finance and accounts operations.

Key Responsibilities:

  • Bank Coordination:
  • Regularly follow up with banks regarding transactions, payments, reconciliations, and documentation.
  • Ensure all banking-related queries are resolved promptly.
  • Liaise with bank representatives to ensure smooth financial operations.
  • Client & Customer Interaction:
  • Communicate with clients/customers regarding payment updates, invoice clarifications, and account-related queries.
  • Send payment reminders and follow up on outstanding dues.
  • Maintain a professional and positive relationship with clients and customers.
  • Accounts Support:
  • Coordinate with the internal accounts team to track payment status and share updates.
  • Assist in preparing reports related to receivables, payments, and reconciliations.
  • Help resolve any discrepancies between clients/customers and internal records.
  • Documentation & Reporting:
  • Maintain records of communications with banks, clients, and customers.
  • Update CRM or accounting systems with relevant notes and status updates.
  • Generate daily/weekly reports as required by the accounts or finance department.

Key Skills Required:

  • Excellent communication and interpersonal skills
  • Strong follow-up and coordination abilities
  • Basic knowledge of accounting principles
  • Proficiency in Mail
  • Ability to handle pressure and meet deadlines
  • Problem-solving attitude and attention to detail.

*Female Candidates are Preferred*

Job Type: Full-time

Pay: ₹17, ₹18,000.00 per month

Benefits:

  • Provident Fund

Application Question(s):

  • Do you have accounting knowledge?

Language:

  • English (Required)

Work Location: In person

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