Customer Services - Lead - Billing

Role overview

Customer Services - Lead - Billing at Kotak Securities

Responsibilities

• Manage vendor invoicing process for entire function
• Track the invoice processing from start to end and ensure that invoices are paid as per contractual terms
• Ensure that the invoices are in line with the approved Budget and track it closely

Required qualifications

• Must have strong working knowledge of Advanced Excel

Employment details

• Location: India

Additional role details

• Define clear SOP/Guidelines for validation checks to be performed while processing an invoice
• Perform validation of invoices received based on defined SOPs
• Follow up with respective stakeholders to get the required approvals
• Follow up with Accounts team to release the payments on time
• Identify opportunities to reduce the cost by sharing relevant feedback with the stakeholders
• Prepare and present the dashboard on entire process to the function leader
• Share provisions for the month with Accounts and ensure minimum deviation in actual payment from that of the provisions
• Pre-requisite
• Must be from BPO/Call Center background with deep understanding of call center (both voice & non-voice)
• Must have handled invoicing process for large accounts (minimum 200 agents)
• Proven track record of performing error free processing of invoices within defined timelines.