Document Collection & Client Communication Executive
Location: Mumbai
Shift: Monday-Friday: 5:00 AM - 2:00 PM; Saturday: 5:00 AM - 11:00 AM
Experience: Freshers / Experienced
Primary Skills - Must Have
- Document Collection
- Client Communication
- Excellent English Communication
- Customer Follow-up
- Documentation Verification
- CRM
- MS Excel
Key Skills
- Customer Service
- Banking Documentation
- Loan Documentation
- Email Communication
- Calling
- Follow-up
- Data Entry
- CRM Management
- Coordination
- Problem Solving
Responsibilities
- Contact customers for required/pending documents.
- Follow up through calls, email and other communication channels.
- Verify documents before submission.
- Maintain accurate customer records.
- Update CRM regularly.
- Coordinate with internal processing teams.
- Resolve customer queries.
- Ensure documents are collected within required timelines.