Document Collection Executive

Job Summary:

Document Collection Executive

Key Responsibilities:

Document Collection

• Collect required documents from clients, vendors, or other stakeholders.
• Ensure timely and accurate collection of all relevant documentation.

Coordination with Valuers

• Liaise with valuers to ensure the timely exchange of documents.
• Follow up with valuers and other parties for any pending or missing documents.

Site Visits

• Conduct site visits for document collection as per the requirement.
• Verify the authenticity and accuracy of the documents collected during site visits.

Accounting Knowledge

• Use basic accounting knowledge to verify documents and maintain records accurately.
• Ensure that documents align with financial data and systems.

Proficiency in Tally Prime

• Assist with document-related data entry and record maintenance in Tally Prime.
• Ensure all data is entered accurately and updated as per organizational requirements.

Excel and Word Proficiency

• Maintain and organize data in

  Microsoft Excel

  for reporting and tracking purposes.
• Use

  Microsoft Word

  for creating reports, letters, and communication as required.

Patience and Professionalism

• Demonstrate patience and professionalism while dealing with clients, vendors, and internal stakeholders.
• Ensure that all communications and document-related tasks are handled efficiently and with a high level of customer service.

Work Flexibility

• Willing to work outside regular hours, including before or after standard working hours, depending on the volume of work.
• Demonstrate flexibility in handling fluctuating workloads.

Formal Attire

• Maintain a professional appearance by adhering to the

  formal dress code

  .

Required Skills and Qualifications:

• Education

  : Graduation in

  B. Com

  (Bachelor of Commerce).

• Languages

  : Proficiency in

  English

  ,

  Telugu

  , and

  Hindi

  (written and spoken).

• Technical Skills

  :

• Tally Prime

  proficiency.

• Microsoft Excel

  and

  Word

  proficiency.

• Experience

  : 2-4 years of relevant experience in document handling, coordination, or accounting.

• Transportation

  : Must have a

  two-wheeler with a valid license

  for site visits.

• Communication Skills

  : Strong verbal and written communication skills, with the ability to communicate effectively in multiple languages.

• Patience

  : Must be patient while working with clients, vendors, and internal teams.

Key Attributes:

• Attention to Detail

  : Must be meticulous in verifying and collecting documents.

• Patience and Professionalism

  : Ability to manage multiple tasks without losing patience.

• Organizational Skills

  : Ability to efficiently organize and manage a high volume of documents and data.

• Flexibility

  : Willingness to adapt to changing work hours based on workload demands.

• Dependability

  : Reliable and punctual with a commitment to completing tasks on time.
• The candidate should adhere to communication protocols in emails and follow system policies, ensuring all approvals and permissions are obtained via email.