Documentation Executive

Company: Capital Finance

Industry: Financial Services (MSME Loans & Government Subsidy Consulting)

Location: Ahmedabad

Position Overview:

We are hiring a Documents Collection Executive responsible for collecting, verifying, and coordinating documents from clients for MSME loan and government subsidy processing. The role is execution-focused and directly impacts file speed, approval success, and client satisfaction.

Key Responsibilities:

- Collect required documents from clients (office visit / field visit)

- Explain document checklist clearly to clients

- Verify documents before submission (basic scrutiny)

- Coordinate with back office team for file completion

- Follow up with clients for pending documents

- Ensure timely submission of complete files to processing team

- Maintain record of collected documents (physical + digital)

- Support in bank visits or department visits when required

Required Skills:

Technical Skills:

- Basic understanding of MSME loan documents

- Knowledge of KYC, financial documents (ITR, GST, bank statement)

- Basic mobile & WhatsApp documentation handling

- MS Excel / basic reporting

Behavioral Skills:

- Strong communication & convincing skills

- Field work readiness (client visits)

- Follow-up discipline

- Responsible & trustworthy

- Time management & route planning ability

Experience Required:

- Minimum: 1 year experience in field work / collection / documentation

- Preferred: Experience in loan DSA, banking, NBFC, or CA firm

Education Qualification:

- Minimum: 12th Pass / Graduate (Preferred)

- Practical knowledge more important than degree

Gender Preference:

- Male Candidate Preferred

Age Criteria:

- 21 to 30 years

Salary Range:

- ₹12,000 to ₹15,000 per month

- Petrol allowance / travel reimbursement recommended

- Performance incentives based on file completion speed

Growth Opportunity:

- Opportunity to move into Loan Processing / Relationship Manager role

- Hands-on learning in MSME loan & subsidy ecosystem

- Skill development in client handling & financial documentation

Interview Address

313 3rd floor Suncor Plaza near Jasoda BRTS Stand Jasoda Nagar , Jashoda Nagar, Ahmedabad

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