Customer Relationship Executive – Accounts Team

Year    WB, IN, India

Job Description

Job Summary:



We are seeking a proactive and detail-oriented

Customer Relationship Executive

to join our

Accounts Team

. The ideal candidate will be responsible for maintaining strong relationships with clients, customers, and banks. This role involves regular follow-ups with banks, resolving account-related queries, and ensuring timely communication with all stakeholders to support the finance and accounts operations.

Key Responsibilities:



Bank Coordination:

Regularly follow up with banks regarding transactions, payments, reconciliations, and documentation. Ensure all banking-related queries are resolved promptly. Liaise with bank representatives to ensure smooth financial operations.

Client & Customer Interaction:

Communicate with clients/customers regarding payment updates, invoice clarifications, and account-related queries. Send payment reminders and follow up on outstanding dues. Maintain a professional and positive relationship with clients and customers.

Accounts Support:

Coordinate with the internal accounts team to track payment status and share updates. Assist in preparing reports related to receivables, payments, and reconciliations. Help resolve any discrepancies between clients/customers and internal records.

Documentation & Reporting:

Maintain records of communications with banks, clients, and customers. Update CRM or accounting systems with relevant notes and status updates. Generate daily/weekly reports as required by the accounts or finance department.

Key Skills Required:



Excellent communication and interpersonal skills Strong follow-up and coordination abilities Basic knowledge of accounting principles Proficiency in Mail Ability to handle pressure and meet deadlines Problem-solving attitude and attention to detail.
Female Candidates are Preferred

Job Type: Full-time

Pay: ₹17,000.00 - ₹18,000.00 per month

Benefits:

Provident Fund
Application Question(s):

Do you have accounting knowledge?
Language:

English (Required)
Work Location: In person

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Job Detail

  • Job Id
    JD4458843
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    WB, IN, India
  • Education
    Not mentioned
  • Experience
    Year