- 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
- Valuable communication and coordination skills
- Basic understanding of documentation handling & Filing/ Indexing
- Organized and responsible working style Role & responsibilities