Role Overview
We are looking for a detail-oriented and proactive Collection & Accounts Executive to manage fee follow-ups, payment tracking, reconciliation support, MIS reporting, and basic accounting operations. The ideal candidate should be comfortable working with student/customer payment data, coordinating with internal teams, and maintaining accurate records with strong ownership and follow-through.
Key Responsibilities
- Follow up with students/customers for pending fee installments and payment confirmations.
- Maintain, update, and verify payment records on a regular basis.
- Coordinate with internal teams regarding payment status, receipts, reconciliations, and pending cases.
- Prepare and maintain MIS reports in Excel for collections, outstanding payments, follow-ups, and closures.
- Support basic accounting, bookkeeping, invoice/receipt coordination, and documentation activities.
- Ensure timely collection, accurate payment tagging, and proper documentation of all payment records.
- Track installment schedules and proactively flag overdue or at-risk payment cases.
- Maintain clear communication records and ensure professional follow-up with learners/customers.
Required Skills
- MS Excel: VLOOKUP, Pivot Tables, basic formulas, data cleaning, and data management.
- Accounting Basics: Understanding of collections, reconciliation, payment records, and bookkeeping.
- Communication: Good follow-up skills with a professional and polite communication style.
- Coordination: Ability to work with sales, operations, finance, and learner support teams.
- Attention to Detail: Strong accuracy in maintaining records, payment data, and MIS reports.
- Ownership: Ability to manage multiple follow-ups independently and close tasks within timelines.
Preferred Candidate Profile
- 1-3 years of experience in collections, accounts, finance operations, customer operations, or educational services operations.
- Prior experience in fee collection, installment tracking, student/customer payment follow-ups, or CRM-based operations will be an advantage.
- Comfortable working with Excel sheets, payment data, and daily follow-up trackers.
- Candidates from edtech, education, training, finance operations, or service-based organizations will be preferred.
Pay: ₹25,000.00 - ₹30,000.00 per month
Work Location: In person
