Client Documentation Specialist

3 days ago


Gurgaon, Haryana, India beBeeDocumentation Full time ₹ 1,04,000 - ₹ 1,30,878

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.
Required Candidate Profile
  • 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.


  • Gurgaon, Haryana, India beBeeTechnical Full time ₹ 15,00,000 - ₹ 20,00,000

    Documentation SpecialistWe are seeking a seasoned professional to lead documentation initiatives across multiple product lines. This role involves working with various stakeholders, managing the document development lifecycle, and contributing to the overall documentation strategy.Create, edit, and manage high-quality technical documentation including user...


  • Gurgaon, Haryana, India beBeeVerification Full time ₹ 5,00,000 - ₹ 8,00,000

    Job Description:We are seeking a detail-oriented and organized Document Verification Specialist to join our team. As a key member of our organization, you will play a crucial role in ensuring the accuracy and validity of client documents.Your primary responsibilities will include:Verifying documents received from coordinators to ensure they meet our...


  • Gurgaon, Haryana, India beBeeTechnical Full time ₹ 16,56,200 - ₹ 24,34,810

    Documentation SpecialistWe are seeking a skilled Documentation Specialist to join our team. As a key member, you will play a crucial role in creating user-centered documentation for internal tools.Main Responsibilities:Create high-quality technical guides and manualsCollaborate with cross-functional teams to gather requirements and develop contentMaintain...


  • Gurgaon, Haryana, India beBeeDocumentControl Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Document Control SpecialistWhite-Force is seeking a skilled Document Control Specialist to manage tender opportunities, draft proposals, and ensure compliance with bid submission requirements.Tender/Bid Management:Identify, analyze, and shortlist relevant government and private tender opportunities for skill development projects.Coordinate the...


  • Gurgaon, Haryana, India beBeeDocumentControl Full time ₹ 5,00,000 - ₹ 10,00,000

    Job DescriptionWe are seeking a highly organized and detail-oriented Document Control Specialist to join our team. In this role, you will be responsible for preparing and maintaining documentation related to programming, systems operation, and user documentation.This position involves translating business specifications into user-friendly documentation and...


  • Gurgaon, Haryana, India beBeeClientLiaison Full time ₹ 1,50,000 - ₹ 28,00,000

    Job Title: Client Liaison SpecialistWe are seeking a proactive and results-driven individual to fill the role of Client Liaison Specialist. This position is crucial for building and maintaining strong, positive connections with our clients, ensuring their satisfaction and long-term loyalty.This involves acting as a liaison between the company and its...


  • Gurgaon, Haryana, India beBeeClientGrowth Full time ₹ 14,40,000 - ₹ 25,12,000

    Job Title: Client Growth SpecialistAbout the RoleWe are seeking a highly skilled professional to excel as our Client Growth Specialist. The ideal candidate will have excellent interpersonal and communication skills, with the ability to effectively interact with clients on a regular basis.Key Responsibilities:Develop and maintain strong relationships with...


  • Gurgaon, Haryana, India beBeeSupport Full time ₹ 18,00,000 - ₹ 20,00,000

    Job OverviewThe Client Support Specialist plays a pivotal role in delivering exceptional client experiences through timely and effective issue resolution.Main ResponsibilitiesTech/ Product Support: Provide seamless support to clients, addressing their queries and concerns with professionalism and empathy.Collaboration & Issue Resolution: Work closely with...


  • Gurgaon, Haryana, India IIFL Home Finance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    We are seeking a highly detail-oriented and experienced Document Verification Specialist to join our Operation team. The primary responsibility of this role is to meticulously check and vet legal documents for authenticity, accuracy, and compliance with the List of Original Documents for Security Creation.The ideal candidate should possess a legal...


  • Gurgaon, Haryana, India SBNRI Full time

    Job DescriptionClient Support Specialist SBNRI (Gurgaon, 5 Days WFO)About SBNRI:We are a fast-growing fintech startup simplifying banking, investments & taxation for NRIs. Join us to be part of a dynamic, high-growth journeyRole Highlights:- First point of contact for client queries & issue resolution.- Provide tech/product support and ensure seamless client...