Payment Follow up and collection Officer

About: The organization is a Mumbai-based IT distribution and technology solutions company specializing
in the distribution of IT infrastructure products, managed services, networking
solutions, and telecom-related technologies across India. Established in 2000 and incorporated as a private limited company in 2008, the company has
built a strong presence in the Indian IT distribution ecosystem through its
extensive partner network and customer-focused approach

Department: Accounts & Finance

Reports To: Head of Accounts / Finance Manager

Job Summary: This role focuses on proactive payment
collection, credit management,and customer account reconciliation. The Payment
Follow-up Officer ensures timely cash inflow, maintains healthy accounts
receivable aging, and works closely with the       sales team to manage credit terms
and payment schedules.

Key Responsibilities:

•                     Send payment reminders and follow-ups to
customers on outstanding invoices

•                     Maintain aging report of accounts receivable and
flag overdue payments

•                     Contact customers regarding payment status,
address payment issues and delays

•                     Coordinate payment receipts, posting, and
reconciliation

•                     Manage customer credit limits and terms

•                     Prepare daily/weekly cash position reports

•                     Handle customer payment-related queries and
complaints

•                     Maintain payment records and customer
correspondence

•                     Work with sales team on credit decisions for
new/high-value accounts

•                     Generate payment collection reports for
management review

•                     Update ERPNext/Tally with payment receipts and
adjustments

•                     Monitor payment patterns and alert management of
payment risks

•                     Coordinate with banks for online payment
confirmations

•                     Handle customer remittance advice processing

Requirements

•                     2-3 years of experience in accounts receivable
or payment collection

•                     Knowledge of Tally ERP/accounting software

•                     Strong command of English and regional language

•                     Excellent communication and interpersonal skills

•                     Attention to detail and accuracy in financial
record-keeping

•                     Ability to manage multiple follow-ups and
maintain persistence

•                     Understanding of invoice processing and payment
reconciliation

•                     Knowledge of banking and payment methods (NEFT,
RTGS, cheques, UPI)

Preferred Qualifications:

•                     Experience with ERPNext or similar cloud-based
accounting systems

•                     Knowledge of export invoicing and international
payments

•                     Experience in credit management

•                     Knowledge of GST and TDS compliance

•                     Banking software experience (ICICI, HDFC, AXIS
platforms)

•                     Customer service background

Skills Required:

•                     Payment reconciliation and verification

•                     Tally/ERP software proficiency

•                     Excel for reports and aging analysis

•                     Communication and follow-up discipline

•                     Problem-solving in payment disputes

•                     Customer relationship management

Benefits