
Client Documentation Specialist
3 days ago
Job Summary:
We are seeking an experienced professional to maintain and process client documentation, ensuring timely updates and efficient data entry. This role involves coordinating with Relationship Managers and Sales teams to ensure seamless operations.
Key Responsibilities- Maintain and update client documentation, including KYC forms, account opening documents, and nomination forms.
- Coordinate with the Relationship Managers and Sales team for timely data entry and follow-ups.
- Update and manage CRM systems and Excel sheets to track client information.
- Prepare MIS reports and summaries for management, providing actionable insights for decision-making.
- Handle customer service backend tasks, including updating client details and resolving non-voice queries.
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