- 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:
- Good knowledge of MS Excel and MS Office.
- Experience with ERP/CRM systems is preferred.
- Valuable communication and coordination skills.
- Strong documentation and attention-to-detail skills.
- Basic knowledge of GST, PAN, KYC, and customer documentation.
- Ability to manage multiple registrations and follow-ups.
Pay: ₹26,000.00 - ₹30,000.00 per month
Benefits:
- Leave encashment
- Provident Fund
Experience:
- Client Registration executive: 2 years (Required)