Cash Management

EXL; Dadri; On-site; INR 900,000 - 1,500,000; Full time

Job summary

EXL, a leading data analytics and digital operations company, invites applications for a senior accounts operations role in India. The incumbent will lead a 10-member team in international OTC/R2R processes, coach staff, and manage queues while ensuring adherence to SOPs and quality targets.

Strong client management and ERP familiarity are required for delivering timely resolutions. The role focuses on performance monitoring, governance review, and providing refunds within defined TATs, with

Qualifications

• Graduate in accounts; B.Com Hons preferred.
• 6–8 years’ experience in international OTC and R2R processes in retail.
• Experience managing a team of about 10 people.
• Knowledge of ERP systems is advantageous.

Responsibilities

• Lead and coach a team of 10; provide feedback and training.
• Balance workload and manage queues effectively.
• Track performance metrics and implement mitigation plans.
• Ensure procedures and SOPs are followed; governance review.
• Handle customer refunds within defined TAT and provide accurate information.
• Explain payment status, dues, and invoices to customers.
• Review SOPs, governance decks and MI reporting.
• Drive customer satisfaction and timely issue resolution.

Education

B.Com / B.Com Hons (Accounts)

Tools

IBM I (iSeries)

Worldpay

Blackline

Bottomline

HSBC Banking Platform

Job description

Job Description:

• Must have an experience of managing a team size of 10
• Provide coaching, feedback, and ongoing training to team members to enhance performance
• Effectively manage queue and balancing of work loads
• Monitor team performance metrics, on all types of work and able to review and shared feedback and mitigation plan
• Ensure that the guidelines are followed as per standard procedures
• Exception handling query from customer for which they called and able to provide a solution withing a short timeframe.
• Should be able to understand transaction flow and able to help customer to inform with their amount due for payment, sharing payment status, invoice copy.
• Must have good understand of refund process and able to help customer with their legal refunds within define TAT and providing them right information on the refund status.
• Ensure that the quality of the transactions is in compliance with predefined parameters
• Should review and provide feedback on SOP’s and Governance deck and MI reporting
• Focus on Customer Satisfaction, rapport building, effective communication and timely resolution of Customer concerns
• Understanding of commission/agency statement procedure will be an added advantage
• Achieving key targets for the process in line with the SLA (Service level Agreement)/KSFs (Key Success Factors)
• Prepare performance reports of each employee on accounts work assigned to them or they handled
• Managing all daily BAU of the process

Responsibilities

• Good communication both written and verbal
• Good knowledge of collections strategy and client management experience during call
• Knowledge of multiple ERP systems will be an added advantage.
• Good decision-making skill.
• Committed to achieving specific objectives and takes ownership for accomplishing them.
• Effectively balances quality, customer service and productivity standards
• Ability to prioritize & multi-task
• Exhibits meticulous attention to detail

Qualifications

• Graduate in accounts. B. Com Hons is preferred
• Minimum 6 years to 8 years of experience in an international OTC and R2R process from Retail industry
• System understanding of IBM I (iSeries)], Worldpay, Blackline, Bottomline and HSBC Banking platform will be and added advantage
• Must have client management experience and experience of managing a team size of 10 members

EXL (NASDAQ: EXLS) is a leading data analytics and digital operations and solutions company. We partner with clients using a data and AI-led approach to reinvent business models, drive better business outcomes and unlock growth with speed. EXL harnesses the power of data, analytics, AI, and deep industry knowledge to transform operations for the world’s leading corporations in industries including insurance, healthcare, banking and financial services, media and retail, among others. EXL was founded in 1999 with the core values of innovation, collaboration, excellence, integrity and respect. We are headquartered in New York and have more than 54,000 employees spanning six continents. For more information, visit www.exlservice.com.

EXL never requires or asks for fees/payments or credit card or bank details during any phase of the recruitment or hiring process and has not authorized any agencies or partners to collect any fee or payment from prospective candidates. EXL will only extend a job offer after a candidate has gone through a formal interview process with members of EXL’s Human Resources team, as well as our hiring managers.

EXL is the indispensable partner for leading businesses in data-led industries such as insurance, banking and financial services, healthcare, retail and logistics. We bring a unique combination of data, advanced analytics, digital technology and industry expertise to help our clients turn data into insights, streamline operations, improve customer experience, and transform their business. Our partnerships with clients are built on a foundation of collaboration – and we’ve been chosen as a partner by nine of the top ten leading US insurance companies, nine of the top 20 global banks, and six of the top ten US health care payers. We function as one team to make your goals our goals, whether that’s unlocking the value of generative AI or embedding analytics into workflows that reduce risk or power your growth. Clients choose EXL as their transformation partner for many reasons. Our geographic diversity make talent all over the world instantly accessible. Digital accelerators enable unmatched speed-to-value, letting you realize results fast. It’s our people that truly set us apart, though, including the 1,500 data scientists we have dedicated to our generative AI practice. And our more than twenty years of experience in delivering business services, garnering stellar client references, and maintaining a solid balance sheet are reassuring to our C-suite clients. Find out for yourself why clients, employees, and analysts think we’re some of the best in the business. Contact us to see how we can help you achieve your goals.

Requirements: