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Documentation Executive @ Firm Financial

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 Documentation Executive

Job Description

Role & responsibilities

Job Title: Documentation Executive Field Role
Location: Bangalore

About the Role:
Were looking for a reliable and detail-oriented person to handle documentation work for our clients. This is a field role, so youll be visiting client locations and coordinating with financial institutions to ensure all paperwork is complete and accurate.

What Youll Do:

  • Visit clients to collect and verify documents.
  • Prepare and manage documentation for asset and investment cases.
  • Coordinate with banks and financial partners to complete cases.
  • Follow up on any missing paperwork or additional requirements.
  • Keep records of leads and documentation status for your region.

Job Classification

Industry: Financial Services
Functional Area / Department: Customer Success, Service & Operations
Role Category: Operations
Role: Assistant Manager
Employement Type: Full time

Contact Details:

Company: Firm Financial
Location(s): Bengaluru

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Keyskills:   kyc documentation operation Field Work

 Fraud Alert to job seekers!

₹ -6 Lacs P.A

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Firm Financial

We are a boutique advisory firm, who understands the dynamics of business / operations / transactions / industry and possess necessary skills to blend practical insights with regulatory knowledge, to design effective custom -made solutions to all business situations. Our Management team with 11+ Pa...