54 Client Documentation Jobs

As a Sales Executive (Back-End) at our company, your role will involve supporting the front-line sales team with various tasks to ensure smooth communication and efficient order processing. Key Responsibilities: - Prepare and manage sales quotations and proforma invoices. - Follow up on customer inquiries via email/calls. - Coordinate with production, dispatch, and accounts for smooth order execution. - Maintain data records and update CRM or Excel trackers. - Assist in post-sales support and client documentation. - Support field sales team with backend tasks and reporting. You will also have the benefit of transport facility available, and we are looking for an immediate joiner for this ful...

Who Is InRhythm InRhythm is a leading modern product consultancy and digital innovation firm with a mission to make a dent in the digital economy. Founded in 2002, InRhythm is currently engaged by Fortune 50 enterprises to bring their next generation of digital products and platforms to market. InRhythm has helped hundreds of teams launch mission-critical products that have created a positive impact worth billions of dollars. InRhythm's unique capabilities of Product Innovation and Platform Modernization services are the most sought-after. The InRhythm team of A+ thought leaders don't just get an assignment, they join the company to do what they love. It's that passion that has helped us gro...

As a Documentation Executive, you will play a crucial role in ensuring that all client documentation is accurate and submitted on time for visa and immigration processes. Your attention to detail and dedication will be key in maintaining the smooth flow of operations. Key Responsibilities: - Collect, verify, and organize client documents in accordance with visa and immigration requirements. - Ensure completeness and accuracy of all forms and supporting documents. - Systematically maintain and update client files and records. - Communicate effectively with clients to request any missing or additional documentation. - Collaborate with internal teams to monitor the progress of applications. - A...

Role Overview: You will be responsible for completing day-to-day activities as per standards and ensuring accurate and timely delivery of assigned production duties. Specifically, you will verify account opening documents for PWM US clients against KYC requirements and ensure correct FATCA reporting to comply with regulatory obligations. It is crucial for you to adhere to all cut-off times and maintain the quality of processing as outlined in SLAs. Key Responsibilities: - Maintain quality and quantity of processing as per SLA requirements - Capable of handling multiple deadlines effectively - Process and approve all cases within the given TAT - Demonstrate knowledge of AML and ABR procedures...

As an intern at this home decor brand, your responsibilities will include: - Connecting with architects, interior designers, stylists, design studios, and decor professionals. - Conducting introductory calls, meetings, and follow-ups to understand ongoing projects. - Maintaining a strong professional rapport and acting as the go-to point of contact. - Understanding the aesthetic, theme, budget, and functional needs of each project. - Curating and recommending products such as clocks, mirrors, artifacts, paintings, etc. that match the design direction. - Sharing catalogues, mood boards, references, and customized options as required. - Tracking ongoing projects and ensuring timely follow-ups....

About Wise Square Wise Square is a process-driven interior consultancy helping homeowners make smart, structured decisions during their interior journeyfrom defining needs, selecting vendors, comparing quotations, to managing quality and timelines. We don't execute interiorswe help clients get them done right. Role Overview As an Interior Consultant Intern, you'll shadow experienced consultants and assist in every phase of the client journeyfrom scope building to vendor selection to site coordination. This is not a designer's role, but a smart advisory + management internship that combines interiors, project handling, and customer experience. Key Responsibilities Assist in requirement mappin...

As a Business Development Manager, your role will involve bringing revenue and upselling opportunities for the company from key clients. You will be responsible for managing high-profile client relationships with companies, agencies, and other revenue-generating partners. Additionally, you will extensively look after long-term Brand Deals and work closely with the Strategy, Sales & Brand Solutions teams to craft great campaigns and strategies for brands & creators. Key Responsibilities: - Manage day-to-day deals operations with clients - Handle the client documentation processes, agreements, and other paperwork - Complete account responsibility from first contact to end negotiation using pro...

As a Customer Service Representative for this company, your main responsibilities will include: - Providing prompt, accurate, and friendly customer service to clients, ensuring they receive the most cost-effective comprehensive insurance coverage. - Prospecting for new business through various channels and following up on warm leads, as well as responding to inquiries about coverage, policy changes, and insurance availability. - Using a customer-focused, needs-based review process to educate customers about insurance coverage and options. - Holding internal and client-facing status meetings to report on performance, address issues, and drive continuous improvement. - Creating and maintaining...

Job Description Role Overview As an Interior Consultant Intern at Wise Square, you will have the opportunity to shadow experienced consultants and assist in every phase of the client journey. This includes tasks such as scope building, vendor selection, and site coordination. While this role is not focused on design, it is a combination of smart advisory and management, integrating interiors, project handling, and enhancing customer experience. Key Responsibilities - Assist in requirement mapping and client interviews - Help prepare Scope of Work (SoW) documents - Support vendor quotation reviews and comparisons - Help conduct cost-benefit analyses for clients - Attend site visits and assist...

We are seeking a dynamic and result-oriented Sales expert to drive revenue growth for our portfolio of B2B trade shows. This is a senior individual contributor role focused on high-value sales, key account management, and strategic relationship building. The ideal candidate should have a strong background in exhibitions, media sales, or solution selling with a proven track record of achieving and exceeding revenue targets. Areas of Responsibility (Key Result Areas) Own revenue targets and drive sales for assigned exhibitions and new launches. Identify, pitch, and close sponsorships, exhibition space sales, and strategic partnerships. Prepare proposals for multi-event packages and long-term e...

Role Overview You will be responsible for managing key client accounts, maintaining strong professional relationships, and supporting service delivery. Your role will involve consistent communication, structured follow-ups, and resolving issues in a timely and professional manner. This position is fully onsite at AKASA Coworking Building in Sector 62, Noida. Key Responsibilities - Serve as the main point of contact for assigned clients and ensure timely resolution of queries and concerns. - Maintain long-term, trust-based client relationships to support satisfaction and retention. - Understand client requirements and coordinate with internal teams to ensure accurate delivery of services. - C...

Role Overview: As a Senior Managed Services Client Delivery Specialist at NTT DATA, you will be an advanced subject matter expert responsible for overseeing the end-to-end delivery of managed services contracts to clients. Your role will involve proactive client communication, project management, technical oversight, and problem-solving to ensure client satisfaction and successful service delivery. Key Responsibilities: - Ensure services are delivered according to agreed service definitions and SLAs to maintain client satisfaction. - Act as the primary point of contact for client inquiries, escalations, and feedback. - Tailor required services according to client business needs and objective...

As a KYC Verification Officer at our company, you will be responsible for conducting on-site KYC verifications following regulatory and company standards. Your key responsibilities will include: - Visiting client locations to collect and verify required documents. - Ensuring accuracy and completeness of submitted KYC forms. - Performing thorough verification of KYC, loan, and other financial documents. - Accurately executing data entry tasks related to client documentation. - Managing high volumes of verification work with strong attention to detail. - Coordinating with internal teams to support seamless processing and reporting. - Maintaining confidentiality and handling sensitive client da...

Role Overview: As an International KYC Analyst at our global banking operations team, you will play a crucial role in ensuring compliance with regulatory requirements across jurisdictions. Your primary responsibility will involve conducting KYC due diligence for international clients, validating client documentation, and performing periodic reviews to uphold global AML and CFT standards. Additionally, you will collaborate with various teams to facilitate client onboarding processes and risk assessments. Key Responsibilities: - Conduct KYC due diligence for international clients such as corporates, financial institutions, and individuals. - Review and validate client documentation according t...

As a Business Development professional at Azista Composites, your day will involve a variety of tasks related to sales and client management. Your responsibilities will include: - Conducting Business Development and Sales Management activities - Managing CRM effectively and efficiently - Handling proposal documentations - Demonstrating excellent communication and negotiation skills - Selling digital marketing services (SEO, SMO, Email, etc.) to US-based customers - Having prior sales experience in the US market is a mandatory requirement - Utilizing tools such as Sales Navigator, Upwork, etc. - Working with CRM software like Hubspot, Clikup, etc. - Demonstrating proficiency in MS Office - Sh...

Role Overview: As a Client Relationship Manager at our company, your primary responsibility will be to bring revenue and upselling opportunities from key clients. You will be managing high-profile client relationships with various companies, agencies, and revenue-generating partners. Additionally, you will be extensively looking after long-term Brand Deals. You will collaborate with the Strategy, Sales, and Brand Solutions teams to create innovative campaigns and strategies for brands and creators. Your role will also involve managing day-to-day deals operations with clients, handling client documentation processes, agreements, and other paperwork. You will have complete account responsibili...

Details: Job Description The Level 2 Team is considered the face of IT and for our clients the window to the wider technology groups. Its responsibilities lie predominately in resolving BAU tickets created by the Level 1 Team and reacting to escalations. Individual team members will attend a clients desk to provide best-in-class technology support or use remote tools to assist clients in remote offices or who are working from home. Excellent communication and customer service skills are essential along with strong technical troubleshooting abilities. Responsibilities: Provide swift and professional deskside IT support Perform on-site analysis, diagnosis, and resolution of desktop problems fo...

Position: Relationship Manager - Insurance (Defense Segment Focus) Company: DhanRaksha Wealth Advisory Location: Prestige Meridian, MG Road, Bangalore Job Type: Full-Time | On-site | 6 Days a Week About DhanRaksha At DhanRaksha, we are trusted financial partners for defense and ex-defense personnel who have spent their lives serving others. With over 700 families across India placing their trust in us, our mission is to provide ethical, transparent, and personalized wealth management solutions that ensure lifelong financial security. About the Role We are seeking a dynamic Relationship Manager with a strong insurance sales background to join our Bengaluru team. The role involves interacting ...

Job Description Business Development Manager Department: Business Development Job ID: DS/BD/0013 Job Title: Business Development Manager Technology Category: Business Development Manager Location: Mohali, Punjab Experience Required: (46 Years Experience) Qualification: M. TECH, B. TECH, BCA, MCA, MBA. About Us Deftsoft: Deftsoft is a leading IT solutions provider based in Mohali, offering a wide range of services including web development, mobile app development, digital marketing, and custom software solutions. With over a decade of experience, Deftsoft has helped businesses of all sizes grow and succeed in the digital world. We believe in innovation, excellence, and nurturing talent, makin...

As a Business Strategist at I M Consultancy, you will collaborate closely with the founder on strategic business planning, brand positioning, client documentation, and presentation development. Your role will involve engaging with a diverse portfolio of corporate clients and contributing to the growth and internal structuring of the consultancy. You will excel in a dynamic work environment that values strategic thinking, effective communication, and precise execution to deliver exceptional results. Key Responsibilities: - Develop and implement strategic plans, brand positioning frameworks, and innovative business concepts for clients. - Create structured pitch decks, investor presentations, ...

Role Overview: As a Sales Executive (Back-End), you will be responsible for supporting the front-line sales team by managing documentation, preparing quotations, following up on inquiries, handling proforma invoices, coordinating work orders, maintaining CRM/Excel records, and ensuring seamless communication between departments. Key Responsibilities: - Prepare and manage sales quotations and proforma invoices. - Follow up on customer inquiries through email and calls. - Coordinate with production, dispatch, and accounts for smooth order execution. - Maintain data records and update CRM or Excel trackers. - Assist in post-sales support and client documentation. - Support the field sales team ...

As a Documentation Executive, you will play a crucial role in handling client documentation for visa and immigration processes. Your attention to detail and dedication will ensure that all paperwork is accurate, complete, and submitted on time. Key Responsibilities: - Collect, verify, and organize client documents according to visa and immigration requirements. - Ensure all forms and supporting documents are error-free and complete. - Systematically maintain and update client files and records. - Request any missing or additional documentation from clients. - Track application progress by coordinating with internal teams. - Prepare files for submission to embassies, consulates, or immigratio...

As a Client Experience Associate in the luxury furniture and dcor industry, your primary responsibility is to provide exceptional and personalized showroom experiences to elite clientele. You will welcome clients into our elegantly curated showroom, offer personalized walkthroughs of premium collections, and engage with clients to understand their needs and preferences. Providing bespoke recommendations reflecting their unique taste and lifestyle is a key aspect of your role. - Welcome clients into the showroom and offer personalized walkthroughs of premium collections - Engage with clients to understand their needs and preferences - Provide bespoke recommendations reflecting their unique ta...

Role & responsibilities Prepare, review and file all property transaction documents including Agreements to Sell/Buy, Sale Deeds, Lease Deeds, Power of Attorney, and MoUs, ensuring accuracy and legal compliances. Conduct title verification and obtain encumbrance certificates for properties, coordinating with legal advisors where necessary Manage know your Customer (KYC) documentation for clients including PAN, Aadhaar, address proof, and bank details. Draft, vet, and maintain standard brokerage agreements and client engagement documents. Ensure all business registrations and licenses (RERA, GST, Municipal Licenses) are updated and compilant with local statues. Maintain detailed transaction r...

As a candidate for this role, you will be responsible for running the process for Account Opening, KYC, Account Maintenance, and Account Closure activities. Your main duties will involve handling instructions and enquiries from stakeholders to ensure that the Bank's SLAs are met in achieving Customer Satisfaction. Additionally, you will be required to ensure client documentations are in compliance with internal KYC policies, Compliance, and Regulatory Requirements. You will also be responsible for coordinating with the Relationship Teams to ensure that the business requirements are met. Moreover, part of your role will involve identifying the risk factors associated with the customer and scr...