Data entry and coordination

Job description:

The Document Executive is responsible for managing documentation processes, coordinating with banks, handling backend operations, supporting customer service functions, and ensuring smooth communication between clients, internal teams, and external partners (especially banks). This role requires strong organizational skills, attention to detail, and excellent communication.

Key Responsibilities

1. Documentation & Backend Support

• Prepare, organize, and maintain all relevant documents accurately.
• Ensure proper filing, scanning, and storage of documents (both physical and digital).
• Verify document completeness and compliance with internal and bank guidelines.

2. Coordination with Banks

• Liaise with bank representatives for documentation submission, status updates, clarifications, and follow-ups.
• Coordinate pickups and deliveries of documents with banks.
• Track approval progress and share timely updates with the team.

3. Customer Service & Enquiry Handling

• Respond to customer inquiries via calls, emails, messages, and in-person.
• Provide accurate information related to documentation status, process requirements, and next steps.
• Resolve customer issues or escalate them to relevant functions when necessary.

4. Calling & Follow-Ups

• Conduct outbound calls to banks for status checks, clarifications, or confirmations.
• Call clients to update them on documentation status, missing information, or pending actions.
• Follow up regularly and maintain logs of communication.

5. Sales Support (Bank Sales Coordination)

• Assist in bank sales activities by generating and sharing required documents.
• Support sales team in preparing proposals, application forms, and follow-ups.

6. Team Coordination

• Work closely with internal teams to ensure seamless workflow and timely completion of tasks.
• Share updates, reports, and documentation status with the team on a daily/weekly basis.
• Attend team meetings and contribute to process improvement discussions.

Skills & Qualifications

Essential:

• High school or college graduate; Diploma/Graduate preferred.
• Excellent communication skills (verbal & written).
• Strong organizational and multitasking ability.
• Comfortable making calls and following up consistently.
• Good command of MS Office (especially Word & Excel).
• Customer service orientation.

Preferred:

• Experience in documentation, office coordination, backend operations, or administrative support.
• Exposure to banking processes and documentation.

Key Competencies

• Attention to detail
• Time management
• Relationship building
• Problem-solving attitude
• Team player mindset
• Ability to work independently

What We Offer

• Competitive salary
• Career growth opportunities
• Positive work environment

Job Type: Full-time

Work Location: In person

Job Type: Full-time

Pay: ₹11,727.87 - ₹20,595.37 per month

Work Location: In person