फील्ड एग्जीक्यूटिव

Job Title: Field Executive – Payment Follow-up & Balance Confirmation

Location: Bengaluru (Field Role – Travel across Bengaluru)

Department: Collections / Accounts Receivable

Job Summary

We are seeking a proactive and customer-focused Field Executive – Payment Follow-up & Balance Confirmation to manage outstanding receivables and conduct customer balance confirmations across Bengaluru. The role involves visiting customers, following up on pending payments, collecting dues, reconciling account balances, obtaining balance confirmations, and maintaining strong customer relationships to support effective receivables management.

Key Responsibilities

Payment Follow-up & Collections

• Visit customers/clients across Bengaluru to follow up on overdue payments.

• Collect payments (Cheque, NEFT, RTGS, UPI, or other approved methods) as per company policy.

• Issue proper acknowledgements/receipts for collected payments.

• Maintain daily visit schedules and route plans for assigned customer locations.

• Update payment collection status, customer feedback, and visit reports in the system on a daily basis.

• Professionally communicate payment dues, outstanding invoices, and payment commitments.

• Escalate disputed or unresolved collection cases to the reporting manager.

• Achieve daily, weekly, and monthly collection targets.

Balance Confirmation & Reconciliation

• Visit customers to obtain periodic balance confirmations.

• Share statements of accounts and outstanding reports with customers.

• Verify customer ledger balances and reconcile discrepancies.

• Coordinate with Accounts, Finance, and Sales teams to resolve mismatches.

• Ensure signed balance confirmation letters/forms are collected and submitted within timelines.

• Maintain records of confirmations, reconciliations, and supporting documents.

• Follow up on pending confirmations and customer queries regarding account balances.

Reporting & Documentation

• Maintain accurate records of collections, confirmations, and customer interactions.

• Submit daily activity reports and collection summaries.

• Ensure compliance with company policies and audit requirements.

• Safeguard company documents and confidential customer information.

Requirements

• Minimum Qualification: Graduate (B.Com preferred).

• 1–3 years of experience in collections, receivables management, field operations, or accounts receivable follow-up.

• Freshers with strong communication skills may also apply.

• Good communication skills in Kannada, Hindi, and English.

• Comfortable with extensive travel across Bengaluru.

• Own two-wheeler with valid driving license preferred.

• Basic knowledge of MS Excel, smartphones, and reporting applications.

• Understanding of invoices, customer ledgers, and balance reconciliation is preferred.

• Honest, disciplined, and target-oriented attitude.

Key Skills

• Collection and follow-up skills.

• Balance confirmation and account reconciliation.

• Negotiation and interpersonal skills.

• Customer relationship management.

• Problem-solving and dispute resolution.

• Basic accounting knowledge.

• Record-keeping and reporting.

• Local area knowledge of Bengaluru.

• इस फुल टाइम फ़ील्ड सेल्स Job में फ़ील्ड सेल्स में 0 - 6+ वर्षो का अनुभव वाले उम्मीदवारों की जरुरत है।