We are looking for a Client Support & Operations Executive responsible for coordinating with clients to collect and maintain essential business documents and Purchase Orders. The role involves regular client communication, follow-ups, documentation, and daily reporting to ensure timely completion of operational activities.
Key Responsibilities
- Contact clients regularly to obtain required GST Certificates and PAN details.
- Coordinate with clients to obtain Purchase Orders (POs) and other required
documents.
- Follow up with clients through phone calls and emails for pending documents and POs.
- Maintain proper records of documents received from clients.
- Coordinate with internal teams regarding the status of client documentation and POs.
- Ensure timely completion of assigned client follow-ups and documentation activities.
- Identify pending documents and conduct regular follow-ups until closure.
- Provide accurate and timely updates to the reporting manager.
- Maintain daily activity and follow-up records.
Daily Activities
- Complete the assigned daily client calling target.
- Make follow-up calls to clients for GST, PAN, and Purchase Orders.
- Track pending and received documents.
- Update the status of client follow-ups.
- Prepare and submit daily activity reports.
- Coordinate with internal teams on pending client requirements.
Skills & Competencies
- Good verbal and written communication skills.
- Solid client coordination and follow-up skills.
- Ability to communicate effectively in:
English
Hindi
Kannada
Tamil
- Good interpersonal and relationship-management skills.
- Ability to handle regular calling targets and follow-ups.
- Good attention to detail while collecting and maintaining documents.
- Basic knowledge of MS Excel, email communication, and documentation.
- Ability to work independently and meet daily targets.
- Good time-management and organizational skills.
Preferred Qualification Experience
- Any Graduate / Bachelor's Degree.
- Freshers and candidates with relevant experience in client coordination, telecalling, documentation, or business operations may apply.
- Experience in handling corporate clients and documentation will be an added advantage.
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