Executive-Facility/CRM

Preserve Faciliteez Pvt. Ltd; Gurugram District; On-site; INR 300,000 - 520,000; Full time

Job summary

Preserve Faciliteez Pvt. Ltd is seeking a polite, disciplined graduate to manage regular payment follow-ups with clients and support the team in collecting outstanding dues. You will make courteous calls, record delays, and coordinate for resolution, escalating substantially overdue payments to the Head Office when needed.

The role requires 3–5 years in tele-calling, accounts receivable, client coordination, and proficiency in MS Excel and Pinga/ERP software.

Qualifications

• Graduate with 3–5 years in tele-calling, client coordination or accounts receivable.
• Proven ability to handle payment follow-ups and collections with professionalism.
• Comfort with ERP software and MS Excel for record-keeping.

Responsibilities

• Make regular client calls regarding outstanding payments and follow up on dates.
• Record reasons for delays and escalate as needed with proper documentation.
• Coordinate with clients to resolve issues and guide overdue accounts to escalation.
• Post/update payment information in Pinga ERP and maintain trackers in Excel.

Skills

English (spoken & written)

Hindi (spoken & written)

Strong communication

Negotiation

Follow-up discipline

MS Excel

Pinga/ERP Software

Education

Graduate

Tools

Pinga/ERP Software

MS Excel

Job description

We are looking for a polite, attentive, disciplined, and responsible graduate to manage regular payment follow-ups with clients and support the team in collection of outstanding and long-pending dues.

The individual will be responsible for making professional and courteous calls to clients regarding outstanding payments, understanding the reason for delays, coordinating with clients for resolution of issues, and requesting clients with substantially overdue payments to visit the Head Office for a face-to-face discussion wherever required.

Key Responsibilities

Client Payment Follow-up

• - Make regular and systematic telephone calls to clients regarding outstanding payments.
• - Follow up on committed payment dates and ensure timely payment realization.
• - Communicate politely and professionally while firmly pursuing overdue amounts.
• - Understand reasons for payment delays and appropriately record client feedback.
• - Maintain a professional relationship with clients even during difficult payment discussions.
• - Escalate disputed, sensitive or repeatedly delayed accounts to the reporting manager.
• - Maintain proper records of discussions, commitments and agreed action points.
• - Regularly follow up until the outstanding issue is resolved or escalated.

Payment & Accounting Coordination

• - Post or update payment/receipt information accurately in the accounting software (Pinga Software/ERP).
• - Ensure that records maintained in the system are accurate and updated on a timely basis.
• - Maintain daily/weekly payment follow-up trackers in MS Excel.
• - Ensure that follow-up records and reports are accurate and up to date.

Experience

• - 3 to 5 years of experience in tele-calling, client coordination, accounts receivable, payment follow-up, collections, customer service or a similar role.

Skills Required

• - Good in English & Hindi - Spoken and Written
• - Strong communication, negotiation, and follow-up skills
• - Knowledge of MS Excel and Pinga/ERP Software
• - Polite, target-oriented, and responsible

Essential Skills

• - Polite, pleasant and professional personality.
• - Ability to communicate firmly without being rude or aggressive.
• - Good listening skills and patience.
• - Good follow-up discipline and ability to remember commitments.
• - Basic to intermediate knowledge of MS Excel.
• - Comfortable working with accounting/ERP software.
• - Good email and MS Office skills.
• - Strong attention to detail.

What We Are Looking For

We are not looking for a conventional tele caller with an aggressive approach.

We are looking for someone who can speak politely, listen carefully, follow up consistently and maintain accurate records.

The person should have the maturity to deal with clients professionally, the discipline to maintain daily follow-up, and the ownership to ensure that a commitment made by a client is followed through until payment is received or the matter is escalated appropriately.