Document Collection Executive

2 - 4 years

1 - 3 Lacs

Posted:5 days ago| Platform: GlassDoor logo

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Work Mode

On-site

Job Type

Full Time

Job Description

We are seeking a Document Collection Executive with basic accounting knowledge and proficiency in Tally Prime, Microsoft Excel, and Word. The ideal candidate should possess strong communication skills in English, Telugu, and Hindi. The role requires an individual who is diligent, well-organized, and capable of managing document collection processes efficiently. The candidate must have a two-wheeler with a valid license, be willing to make site visits, and demonstrate patience in handling document-related tasks and interactions with valuers.

Key Responsibilities:

  • Document Collection:
  • Collect required documents from clients, vendors, or other required places
  • 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 staffd.
  • 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) or any relevant
  • Languages: Proficiency in English, Telugu, and Hindi (written and spoken).
  • Technical Skills:
  • Tally Prime (Not mandatory).
  • 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.

Benefits:

  • Competitive salary.
  • Health and wellness benefits.
  • Opportunities for career development and training.
  • Travel allowances (if applicable).

Job Types: Full-time, Permanent, Fresher

Pay: ₹10,368.78 - ₹27,278.69 per month

Benefits:

  • Health insurance
  • Paid sick time
  • Paid time off

Work Location: In person

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Matrix Consulting

Consulting

San Francisco

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