Collection

Key Responsibilities

• Manage assigned B2B customer portfolios and drive timely collection of outstanding/overdue invoices.
• Handle end-to-end O2C, collections, reconciliation, dispute management, and payment research.
• Follow up with international clients through calls and emails and resolve invoice/PO discrepancies.
• Analyze aging reports, payment patterns, credit limits, and account statements.
• Coordinate with Sales, Credit, Operations, and Revenue teams for dispute and invoice resolution.
• Maintain accurate account updates, collection notes, approvals, and documentation.
• Participate in cash calls, client meetings, governance reviews, and process improvement initiatives.
• Achieve defined collection targets, SLAs, and quality standards.

Mandatory Criteria

• 4+ years overall experience with 2+ years in B2B Collections/O2C.
• International Voice & Portfolio Handling – Mandatory.
• Domestic Voice experience not acceptable.
• Excellent communication and analytical skills.
• Comfortable with US shifts and one-way cab facility.
• PF registration with previous organization mandatory.
• Knowledge of Dynamics / Oracle / NetSuite & Advanced Excel is preferred.

Role & Responsibilities

• Lead end-to-end O2C/AR & B2C Collections operations and manage the complete portfolio.
• Manage team performance, productivity, quality, collections, and SLA/KPI targets.
• Handle International Voice Collections, customer escalations, and stakeholder management.
• Monitor ageing, recovery, DSO, cash flow, and outstanding receivables through regular MIS and reporting.
• Drive process improvements, automation, transitions, and operational excellence.
• Collaborate with Finance, Sales, Operations, and other cross-functional teams.
• Coach and develop team members while ensuring process compliance and governance.

Mandatory Requirements

• 10+ years overall experience with 4+ years Team Lead/Managerial experience.
• International Voice + Portfolio Handling – Mandatory.
• 2+ years B2C Collections/O2C experience – Mandatory.
• Domestic Voice experience not acceptable.
• Excellent communication, leadership, analytical, and stakeholder-management skills.
• Comfortable with US shifts and one-way cab facility.
• PF registration with previous organization is mandatory.
• Knowledge of SAP/Oracle/ERP systems preferred.
• Bachelor's degree in Finance/Accounting/Business or related field; MBA preferred.

We are looking for experienced and detail-oriented AR Analysts / Senior AR Analysts to join our Medical Billing – Semi-Voice Process team in Chennai. The role involves managing Accounts Receivable activities for US healthcare clients, including payment posting-related activities, denial management, correspondence handling, insurance follow-up, and account resolution.

The ideal candidate should have strong knowledge of US healthcare AR processes, good communication skills, analytical ability, and hands-on experience in resolving outstanding accounts and improving collections.

We are looking for a Customer Relation Specialist to assist clients with their investment-related queries and ensure a smooth, reliable service experience. The ideal candidate should have strong communication skills, a customer-first mindset, and a basic understanding of financial products.

Key Responsibilities

Act as the primary point of contact for clients regarding investments and account-related queries

Assist customers with onboarding, documentation, and KYC processes

Handle queries related to mutual funds, portfolios, transactions, and statements

Resolve customer issues promptly via phone, email, and chat

Coordinate with internal teams (operations, advisors, compliance) for issue resolution

Maintain accurate records of customer interactions in CRM systems

Provide timely follow-ups and proactive customer communication

Required Skills & Qualifications

Bachelor’s degree in Finance, Business, Commerce, or related field

1–3 years of experience in customer support, banking, or wealth management

Basic knowledge of mutual funds, investments, and financial markets

Excellent verbal and written communication skills

Strong problem-solving and interpersonal abilities

Comfortable using CRM tools and MS Office

Customer-centric attitude with attention to detail

Sales Representative

We seek a skilled and driven Sales Representative who excels in a fast-paced sales environment. This

individual will contribute to the attainment of lead acquisition and conversion goals by engaging in

calls, collaborating with channel partners, visiting prospective clients in-person and generating

interest while qualifying prospects.

Responsibilities:

1. Establishing connections with company CXOs through LinkedIn, understanding their needs, and

initiating initial discussions with the relevant channel head.

2. Conducting daily calls to follow up on generated leads, both inbound and outbound, to

assess their qualification.

3. Handling both inbound and outbound calls to evaluate lead qualifications.

4. Comprehending client requirements and effectively presenting product

offerings.

5. Qualifying leads and forwarding them to the respective stakeholders.

Requirements:

1. Demonstrated expertise in handling incoming and outgoing calls.

2. 0 to 1 years of sales experience, preferably in the Fintech sector.

3. Proven track record in successful lead generation.

B2B sales experience is essential.

4. Fundamental knowledge of business banking and lending products.

5. Proficient in managing a high volume of calls daily with a strong phone

presence.

6. Familiarity with CRM systems, such as Freshworks or equivalent.

7. Exceptional verbal and written communication skills.

Effective listening and presentation capabilities.

8. Ability to multitask, prioritize, and efficiently manage time.

9. Previous experience in a financial organization is

advantageous.

Job Title: Telecaller (1+ Years' Experience)

Job Summary: We are looking for a proactive and result-oriented Telecaller with at least 1 year of experience to handle outbound and inbound calls, generate leads, and maintain strong customer relationships.

Key Responsibilities:

• Make outbound calls to potential and existing customers to inform them about products/services.
• Handle inbound inquiries and provide accurate information.
• Generate and qualify leads and schedule follow-ups.
• Maintain a database of customer interactions and update CRM systems regularly.
• Achieve daily/weekly/monthly calling and conversion targets.
• Address customer queries and resolve concerns professionally.
• Coordinate with internal teams for smooth customer handling.

Requirements:

• Minimum 1+ years of experience as a Telecaller or in a similar role.
• Excellent communication in English.
• Ability to handle rejection and remain motivated.
• Basic knowledge of MS Excel/CRM tools.
• Strong convincing and negotiation skills.

Job Summary:

The role will be responsible for maintaining and enhancing long-term relationships with property owners, tenants, and corporate clients. The role involves ensuring customer satisfaction, handling service requests efficiently, coordinating with internal departments, and driving retention and referral growth for the Property Management business.

Key Responsibilities: 

Customer Relationship & Communication

• Act as the primary point of contact for property owners and tenants.
• Handle all customer queries, feedback, and complaints with prompt and professional responses.
• Maintain regular communication with clients to update on property status, maintenance activities, and tenancy details.
• Build strong relationships through personalized engagement and proactive service.

Service Coordination

• Liaise with internal teams (maintenance, renting, finance, and legal) to ensure smooth service delivery.
• Ensure timely resolution of service tickets and customer issues.
• Coordinate tenant move-ins, move-outs, and periodic property inspections.
• Follow up on maintenance and repair works and communicate updates to clients.

Data & CRM Management

• Maintain updated records of customer interactions, service requests, and resolutions in the CRM system.
• Track customer satisfaction levels and suggest improvements in service delivery.
• Prepare and share periodic reports on customer engagement, feedback trends, and retention metrics.

Retention & Growth

• Support initiatives for customer retention, renewals, and referral generation.
• Contribute to the development of client loyalty programs in paying rent on time from client.

Operational Support

• Assist in on boarding new property owners and ensuring documentation compliance.
• Work with the finance team to manage invoicing, payment follow-ups, and related customer communication.

Telecalling & Customer Support

• Make outbound sales and follow-up calls.
• Answer inbound customer inquiries promptly.
• Resolve customer complaints efficiently.
• Explain product or service features clearly.
• Achieve daily and monthly call targets.

Key Skills & Competencies:

• Excellent communication and interpersonal skills
• Customer-centric mindset with problem-solving attitude
• Ability to multitask and manage multiple client accounts
• Proficiency in MS Office & maintaining Google docs.
• Basic understanding of property management processes
• Strong coordination and follow-up skills
• Attention to detail and professionalism

Qualification & Experience:

• Any Graduate
• 1–3 years of experience in customer relationship management, preferably in property management, real estate, Hospitality management or facility management sectors. Mandatory experience in Telecalling.

Description of the Role

We are hiring a Client Relationship Executive with experience in client coordination, service management, and customer relationship handling. 

Location: Nagercoil, Kanyakumari

Experience: 3-5 Years

Salary: As per Company Standards

Employment Type: Full-Time

Skills Needed

Client Relationship Management

Customer Service and Client Coordination

Communication and Interpersonal Skills

Documentation and File Management

Planning, Scheduling, and Team Coordination

Problem-Solving and Complaint Handling

CRM and Client Database Management

Service Quality Monitoring and Follow-Up

Key Responsibilities

Achieve revenue targets fixed by the management.

Maintain complete client records and provide regular updates on project status.

Build and maintain strong relationships with clients to enhance customer satisfaction.

Communicate regularly with clients regarding work progress and service updates.

Ensure timely completion of all assigned services within the production department.

Plan, schedule, and allocate work efficiently to the technical team.

Coordinate discussions between clients and internal teams to understand and fulfill requirements.

Arrange technical interactions, meetings, and demonstrations whenever required.

Ensure service quality and timely project completion to maintain client satisfaction.

Maintain all client agreements, forms, and related documents confidentially.

Handle complete file management, including both softcopy and hardcopy records.

Resolve client concerns effectively and ensure a positive customer experience.

Required Qualifications

Bachelor's Degree in Business Administration, Management, Marketing, or a related field.

3-5 years of experience in client servicing, customer relationship management, or business coordination.

Strong communication and coordination skills.

Ability to handle multiple clients and maintain accurate records.

Sales Representative – Biller Acquisition

Experience: 1–2 Years

Location: Hyderabad

Employment Type: Full-Time

About the Role

We is looking for a high-energy, target-driven Sales Representative to drive Biller Acquisition across relevant Bharat Connect categories. You will be responsible for identifying potential billers, generating leads, conducting outreach, managing follow-ups, and driving the complete onboarding process.

This is an execution-focused role for someone who is comfortable with outbound sales, relationship building, CRM management, and achieving measurable acquisition targets.

Key Responsibilities

Biller Acquisition & Sales

• Identify and acquire potential billers across categories such as:
• Broadband & Internet Service Providers
• Cable TV Operators
• Piped Gas Providers
• Loan Repayment Providers
• Subscription Businesses
• Insurance & Financial Services
• Educational Institutions
• Other eligible utility and biller categories
• Build and maintain a strong pipeline of qualified prospects.
• Conduct daily outbound calls and regular follow-ups with decision-makers.
• Understand prospect requirements, billing models, customer base, and payment collection processes.
• Present Ziptap's value proposition and explain the onboarding process.
• Schedule product discussions, demos, and onboarding calls.
• Own the complete sales cycle from prospecting to successful onboarding.

Biller Onboarding

• Collect and verify required onboarding information and documentation.
• Coordinate with internal operations, product, compliance, and partner teams.
• Track onboarding status and proactively resolve delays.
• Ensure accurate documentation and timely completion of the onboarding process.

CRM & Reporting

• Manage leads and the complete sales pipeline using Zoho CRM or similar CRM tools.
• Maintain daily call logs and follow-up schedules.
• Track leads, meetings, onboarding status, conversions, and pipeline performance.
• Use Excel or Google Sheets for reporting and pipeline management.

Requirements

Experience

• 1–2 years of experience in Sales, Business Development, Partnerships, Merchant/Biller Acquisition, Payments, Fintech, BBPS/Bharat Connect, Banking, or related industries.
• Experience in merchant acquisition, partner acquisition, channel sales, or business onboarding is preferred.
• Experience working with fintech, payment service providers, telecom, utilities, lending, subscriptions, or financial services will be an advantage.

Skills

• Strong communication and telephonic sales skills.
• Comfortable making outbound calls and consistent follow-ups.
• Ability to interact with business owners, founders, CXOs, and decision-makers.
• Experience with Zoho CRM or similar CRM platforms.
• Proficiency in Microsoft Excel / Google Sheets and documentation tools.
• Strong understanding of the sales funnel and customer onboarding process.
• Excellent follow-up discipline and attention to detail.
• Ability to manage multiple prospects and onboarding processes simultaneously.
• Target-driven with a strong sense of ownership.

Key Performance Indicators

• Onboard 5–10 new billers per month.
• Build and maintain a strong pipeline of qualified prospects.
• Achieve monthly targets for leads, meetings, documentation completion, and successful onboarding.
• Conduct consistent daily outreach and follow-ups.
• Maintain accurate and up-to-date CRM records.

Why Join Us?

You will get the opportunity to work in the growing payments and Bharat Connect ecosystem and play a direct role in expanding network of billers and service providers.

The role offers significant ownership and growth opportunities into larger Business Development, Partnerships, and Biller Acquisition roles as the company scales.

Job Description: Customer Success Executive

Department: Customer Success Team(CX)

Reports To: Customer Success Manager

Role Summary:

The Customer Success executive will be responsible for delivering a seamless support

experience across customer touchpoints including calls, chats, emails, callbacks, and

escalations. The role focuses on improving customer experience, resolving issues efficiently,

and ensuring customer satisfaction throughout the investment journey.

Key Responsibilities:

• Handle incoming and outgoing customer calls,chats, and email support

• Assist customers with account-related queries and partial KYC support

• Resolve customer concerns and coordinate with internal teams for timely closure

• Manage customer escalations and ensure proper follow-up until resolution

• Maintain customer interaction records in CRM systems

• Identify recurring issues and provide feedback for process improvements

• Support customer retention initiatives and improve customer satisfaction metrics

• Deliver a high-quality support experience across all customer touchpoints

Required Skills:

• Strong verbal and written communication skills

• Customer handling and problem-solving ability

• Ability to multitask across calls, chats, and emails

• Good interpersonal and relationship management skills

• Basic understanding of financial products preferred

Qualification & Experience:

• Graduate in any discipline

• 1–3 years of experience in customer support, customer success, or financial services

preferred