Website:
airiqonline.in
Job details:
Position: Credit Control & Client Onboarding Executive
Experience: 1–3 Years
Location: Gurugram, Haryana
Employment Type: Full-Time
Working Days: Monday to Friday
Department: Finance / Operations
Key Responsibilities
Credit Control
- Assess the creditworthiness of new and existing customers by evaluating financial information and payment history.
- Approve or recommend customer credit limits in accordance with company policies.
- Monitor customer accounts to ensure timely payments and proactively follow up on overdue invoices.
- Recover outstanding payments through calls, emails, and official communication.
- Investigate and resolve payment disputes by coordinating with Sales, Finance, and Accounts Receivable teams.
- Reconcile customer accounts and accurately allocate incoming payments within the accounting system.
- Prepare weekly and monthly reports on debtor balances, collections, aging analysis, and potential bad debts.
- Respond promptly to customer queries related to invoices, payments, and account statements.
- Maintain accurate records of collection activities and payment commitments.
Client Onboarding
- Manage the end-to-end onboarding process for B2B partners, including travel agents, corporate clients, and suppliers.
- Guide new clients through portal registration, wallet setup, user creation, and platform navigation.
- Collect, verify, and maintain KYC documents such as GSTIN, PAN, Trade License, Certificate of Incorporation, and other compliance documents.
- Perform credit and compliance risk assessments before activating customer accounts or extending credit facilities.
- Coordinate with Sales, Product, Technical, and Finance teams to resolve onboarding issues and ensure timely account activation.
- Maintain accurate client information in CRM and backend systems.
- Periodically review existing customer profiles to ensure continued regulatory compliance.
- Ensure adherence to company policies, KYC, AML, and regulatory guidelines throughout the onboarding lifecycle.
Required Skills & Qualifications
Educational Qualification
- Bachelor's degree in Finance, Accounting, Business Administration, Commerce, Hospitality, or a related field.
Experience
- 1–3 years of experience in Credit Control, Accounts Receivable, Client Onboarding, KYC, or Compliance Operations.
- Experience in the travel technology, hospitality, fintech, or B2B services industry will be an added advantage.
Technical Skills
- Proficiency in Microsoft Excel and Microsoft Office Suite.
- Experience working with Accounting Software and CRM systems.
- Knowledge of KYC, AML, and compliance processes.
- Understanding of debtor reconciliation and credit management.
- Familiarity with B2B travel distribution, GDS, IATA, or wallet-based systems is preferred.
Core Competencies
- Strong analytical and problem-solving skills.
- Excellent verbal and written communication.
- High attention to detail and accuracy.
- Strong negotiation and relationship management skills.
- Ability to manage multiple priorities and meet deadlines.
- Ability to handle challenging customer situations professionally.
- Good organizational and documentation skills.
Key Performance Indicators (KPIs)
- Collection efficiency and reduction in overdue receivables.
- Debtor aging performance.
- Time taken to onboard and activate new clients.
- KYC accuracy and compliance audit success rate.
- Reduction in onboarding backlog.
- Client satisfaction during onboarding.
- Accuracy of customer account reconciliation.
- Timely submission of credit control and debtor reports.
Why Join Us?
- Be part of a fast-growing travel technology organization.
- Opportunity to work across Finance, Operations, and Client Success functions.
- Exposure to B2B travel operations, credit management, and compliance processes.
- Collaborative work environment with strong learning and career growth opportunities.
- Competitive compensation and employee benefits.
Click on Apply to know more.