Finance & Client Relationship Executive

2 years

1 - 3 Lacs

Posted:5 days ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Finance & Client Relationship Executive

Location: Edappally, Ernakulam

Experience Required: Minimum 2 Years

Department: Accounts / Client Relations

Reports To: Finance Manager / Operations Head

About the Role:

We are looking for a proactive and organized professional to join our team as an Amount Collection Executive cum Client Relations Executive. The ideal candidate will be responsible for managing client interactions related to payments, sharing invoices, and ensuring timely collection of dues while maintaining a positive rapport with clients.

Key Responsibilities:

Follow up with clients for outstanding payments via phone, email, and WhatsApp.

Share accurate invoices, receipts, and payment reminders in a timely manner.

Coordinate with the accounts team to update payment status and maintain proper records.

Build and maintain a good relationship with clients to ensure smooth communication and trust.

Prepare and maintain collection reports and follow-up trackers.

Escalate any delayed or disputed payments to the concerned departments.

Assist clients with basic billing-related queries or issues.

Ensure confidentiality and professionalism in handling financial matters.

Requirements:

Minimum 2 years of experience in collections, accounts, or client handling roles.

Basic knowledge of accounting, invoicing, and billing tools (e.g., Excel, Tally, Zoho, or similar).

Strong communication skills in English and Malayalam.

Good interpersonal and negotiation skills.

Detail-oriented and well-organized with the ability to multitask.

Proficient in using email, Excel, and communication tools (e.g., WhatsApp, Google Sheets, etc.)

Preferred Qualities:

Positive attitude and client-first mindset.

Ability to handle difficult conversations politely but firmly.

Basic understanding of digital marketing agency workflow is a plus.

What We Offer:

Competitive salary and performance incentives.

A supportive and collaborative team environment.

Opportunity to work with a growing digital marketing agency.

Office location: Edappally, Ernakulam

Job Types: Full-time, Permanent

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

  • Cell phone reimbursement
  • Internet reimbursement
  • Paid sick time

Schedule:

  • Day shift
  • Monday to Friday

Supplemental Pay:

  • Overtime pay

Experience:

  • Accounting and collection: 2 years (Required)
  • Client Commuunication: 1 year (Required)
  • basic Knowledge accounting software: 1 year (Required)
  • Microsoft Excel: 1 year (Required)

Language:

  • English (Required)

Work Location: In person

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