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Lead To Booking Specialist

Lead To Booking Specialist

Rapsys Tech Solutions

2 - 7 years

7 - 12 Lacs

bengaluru

Posted:1 hour ago| Platform:

Apply

Skills Required

pdf compliance finance banking document verification operation executive management operations client onboarding data entry

Work Mode

Work from Office

Job Type

Full Time

Job Description

Operations Executive

Key Responsibilities

Conduct
on-site KYC (Know Your Customer) verifications
in line with regulatory and internal compliance standards.
Visit client premises to
collect and verify documentation
and ensure timely submission.
Perform
thorough checks on KYC, loan, and other financial documents
for accuracy and completeness.
Execute precise
data entry tasks
related to client onboarding and verification.
Maintain
high volumes of field verification work
with attention to detail and minimal errors.
Ensure strict
confidentiality
of client information and sensitive financial data.
Provide
field visit updates
and maintain clear, organized records of all verifications conducted.
Collaborate with internal teams to
streamline documentation workflows and reporting
.

Preferred Background & Requirements

Strong communication and coordination skills.

2 years of experience

financial documentation processes

data accuracy skills

field visits independently

Proficiency in maintaining operational logs and reports.

Immediate joiners

integrity, confidentiality, and responsibility

Job Location:

Mumbai

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Lead To Booking Specialist

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Operations Executive

Key Responsibilities

on-site KYC (Know Your Customer) verifications

collect and verify documentation

thorough checks on KYC, loan, and other financial documents

data entry tasks

high volumes of field verification work

confidentiality

field visit updates

streamline documentation workflows and reporting