Collection Executive Telecalling

Key Responsibilities

1. Payment Collection & Follow-Up

• Contact customers via phone calls, emails, or other communication channels to collect pending payments.
• Follow up on overdue accounts regularly and maintain a record of calls and outcomes.
• Negotiate payment plans, settlements, or partial payments with customers.
• Ensure collection efforts are documented accurately for reporting and future reference .

2. Customer Interaction & Relationship Management

• Communicate with customers in a polite, professional, and persuasive manner .
• Handle queries regarding dues, invoices, payment procedures, and account statements .
• Maintain a positive relationship while ensuring timely payment recovery.
• Escalate difficult cases or disputes to supervisors or management for resolution.

3. Documentation & Reporting

• Maintain detailed records of all calls, payment commitments, and customer interactions .
• Update Excel sheets, MS Office documents, or CRM systems with collection status and follow-up schedules.
• Generate daily, weekly, and monthly reports on collection performance and outstanding amounts.
• Monitor customer payment patterns and identify high-risk accounts or delayed payments .

4. Research & Customer Data Verification

• Use Google search, social media, and other online tools to locate customers and verify contact details.
• Cross-check customer information and update records for accuracy .
• Identify alternative contact methods or decision-makers to maximize collection success .

5. Compliance & Ethics

• Follow company policies, legal regulations, and ethical practices in payment collection .
• Ensure customer privacy and data security during all interactions.
• Avoid aggressive or unethical collection practices while pursuing payment.

6. Coordination with Teams

• Collaborate with accounts, finance, and sales teams for resolving billing issues.
• Coordinate with supervisors to report challenging cases and seek guidance .
• Participate in team meetings and share best practices for improving collection efficiency .

Required Skills & Competencies

1. Communication & Negotiation Skills

• Strong verbal communication skills for effective telecalling.
• Persuasive and confident in negotiating payments without straining customer relationships.
• Ability to handle rejections, disputes, or difficult conversations professionally .

2. Computer & Research Skills

• Basic knowledge of MS Office (Word, Excel, Outlook) for maintaining records.
• Ability to perform Google search and online research to track customers.
• Familiarity with CRM tools or accounting software is an advant...