Posted:2 days ago|
Platform:
Work from Office
Full Time
• Handle the complete documentation process for investor onboarding and transactions.
• Prepare and verify KYC documents, agreements, investment forms, and payment schedules.
• Coordinate with investors to collect required documents and signatures within the given timelines.
• Maintain accurate records and ensure all documents are uploaded and updated.
• Follow up with investors consistently till documentation and signing is fully completed.
• Share investment documents, receipts, confirmations, and related reports with investors.
• Maintain trackers and MIS in Excel for documentation status and submissions.
• Work closely with the sales and finance team for smooth transaction closures.
• Provide professional and timely support to investors for any documentation-related queries.
• Manage and maintain the investor database and CRM system with accurate and updated information.
• Handle inbound and outbound investor inquiries, providing complete details on workspace investment opportunities.
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