Handle new client registration and onboarding activities.
Collect and verify client documents such as PAN, GST, company registration, address proof, and bank details, as applicable.
Create and maintain client master data in ERP/CRM systems.
Coordinate with Sales, Finance, Commercial, Legal, and other departments for client approval.
Ensure client information is accurate, complete, and updated.
Follow up with clients for missing or expired documents.
Maintain proper records of client registration and supporting documents.
Support KYC and compliance requirements as per company policies.
Prepare client registration reports and track pending approvals.
Resolve client registration and documentation-related queries.
Maintain confidentiality of client information.
Required Skills
Valuable knowledge of MS Excel and MS Office.
Experience with ERP/CRM systems is preferred.
Good communication and coordination skills.
Solid documentation and attention-to-detail skills.
Basic knowledge of GST, PAN, KYC, and customer documentation.
Ability to manage multiple registrations and follow-ups.
Pay: ₹20,000.00 - ₹25,000.00 per month
Perks
Leave encashment
Provident Fund
Experience
Client Registration executive: 2 years (Required)