Finance Operations

Job Title: Associate – Finance Operations (Balance Collection Team)

Location: Mumbai

Work Mode: Work From Office

Working Days: 6 days a week

Role Overview

We are looking for a Balance Collection Executive who will be responsible for following up with enrolled learners to ensure timely payment of their pending program fees. The role requires strong communication skills, consistent follow-ups, and coordination with internal teams to drive collections efficiently.

Key Responsibilities

• Connect with learners via calls, emails, and WhatsApp to follow up on pending fee payments

• Ensure timely collection of outstanding balances as per defined payment schedules

• Clearly explain payment plans, due dates, and payment processes to learners

• Address and resolve basic queries related to payments, invoices, and dues

• Maintain accurate records of follow-ups and updates in CRM/internal systems

• Coordinate with Finance, Admissions, and Operations teams for payment tracking and issue resolution

• Escalate long pending or critical cases as per the defined escalation matrix

Required Skills

• Strong communication skills in Hindi and basic English

• Good negotiation and follow-up abilities

• Basic knowledge of MS Excel and CRM tools

• Ability to manage multiple learner accounts simultaneously

• Strong problem-solving and learner-handling skills

Eligibility Criteria

• Graduate in any discipline

• 0–3 years of experience in collections, customer support, or operations

• Prior experience in EdTech, BFSI collections, or payment follow-ups will be an added advantage