Documentation Executive

Key Responsibilities

• Collect documents from customers/clients
• Upload and maintain documents on portal/software
• Handle customer KYC and documentation process
• Maintain records and MIS reports properly
• Coordinate with clients for pending documents and updates
• Handle basic client communication and follow-ups
• Support day-to-day operational and administrative activities
• Maintain data accuracy and proper documentation records

Required Skills

• Advance knowledge of MS Excel, Pivot V Look Up, H Look Up & Computer Operations
• Good communication and coordination skills
• Basic understanding of documentation handling & Filing/ Indexing
• Organized and responsible working style Role & responsibilities