Associate / Senior Associate – Finance and Accounts

Note :

Applications are invited from candidates who are able to attend a face-to-face interview at the office address mentioned in the Job Description.

Shortlisted candidates will be invited for an in-person interview at our office.

The interview schedule and other relevant details will be shared via email following the initial screening process.

Job Description

Designation : Associate / Senior Associate – Finance and Accounts

Experience : 0 – 2 years

Educational Background : Degree in Finance, Accounting, or related field

Location : Allianz Services, Technopark Phase III, Trivandrum

Roles and Responsibilities :

Prior experience in Finance domain preferably Accounts receivable

Customer Financial Interactions : Handle inbound and outbound calls related to customer accounts, providing financial guidance and support.

Collections Management : Proactively contact customers for overdue payments, negotiate payment plans, and collaborate with the collections team for effective debt recovery.

Account Reconciliation : Conduct detailed account reconciliation, identify discrepancies, and work towards resolution.

Financial Consultation : Provide financial advice and information to customers, addressing inquiries related to billing, statements, and account details.

Data Accuracy : Ensure accurate recording of financial transactions and customer interactions in the system.

Collaboration with Finance Teams : Work closely with internal finance teams to relay customer insights and assist in resolving financial discrepancies.

Desired Candidate Profile :

Educational Background : Degree in Finance, Accounting, or related field.

Experience : [0 to 2] years of experience in voice-based customer service, collections, and financial management.

Financial Acumen : Strong understanding of financial principles, accounting processes, and financial statement analysis.

Communication Skills : Excellent verbal communication skills with the ability to explain financial concepts in an understandable manner.

Adaptability : Comfortable working in a dynamic environment and adapting to changing customer and business needs.