Senior Officer, Document Management

Vistra ITCL; Mumbai; On-site; INR 600,000 - 1,000,000; Full time

Benefits offered by this job

Insurance benefits

Career prospects

Job summary

Vistra ITCL is seeking a Senior Officer, Document Management and Execution in Mumbai to oversee custody and execution processes. You will manage custody data, coordinate with Legal and Operations, and ensure accurate, timely processing.

The role requires 2–3 years in document custody, proficiency with MS Word/Excel/Outlook, and strong communication skills. Some travel to nearby locations may be required; join a team focused on accuracy and professional growth.

Qualifications

• Minimum 2–3 years working experience in Document Custody Management.
• Proficiency with MS Excel, MS Word and MS Outlook.
• Strong verbal and written communication skills.

Responsibilities

• Maintain data of custody documents and MIS reports.
• Scan and confirm deposited documents for Mumbai office.
• Coordinate with Vault Service Provider and internal teams.
• Ensure documents are duly executed with no blanks and signed by all parties.

Skills

Communication skills

Team coordination

Verbal and written English

Tools

MS Excel

MS Word

MS Outlook

Job description

Its never been a more exciting time to join Vistra.

At Vistra our purpose is progress. We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business to help our clients achieve progress without friction.

But progress only happens when people come together and take action. And we’re absolutely committed to building a culture where our people can do just that.

We have an exciting opportunity for you to join our team as Senior Officer, Document Management and Execution. Reporting to the AVP – Trustee Operations this full-time and permanent position is based in Mumbai, India and offers regional coverage, allowing you to make a significant impact to our Operations Team and its’ growth.

Key responsibilities:

a. Document Custody Job Profile

• Candidate will be responsible for maintaining the data of documents executed and / or deposited in custody at the Mumbai Office
• Scanning of documents deposited in Mumbai Office and providing confirmation of the same to various teams both internal and external
• Physical collection of documents from client site if required
• Ensuring the Title Documents taken into custody are as listed in the Memorandum of Entry
• Maintaining client wise / product wise data of the custody documents (MIS Reports)
• Reporting of the custody data to external teams i.e. borrower and lender and internal teams i.e. operations, legal and other teams if applicable
• Coordination with the Vault Service Provider at Mumbai Location an on-going process
• Day to Day client servicing

b. Execution of documents Job Profile

• Execution of Documents in Mumbai basis the approval of Legal Team
• Travel to nearby locations (outside Mumbai) for execution only basis the approval of Legal Team
• Checking the documents prior to execution and reporting to Legal incase of discrepancies
• Ensuring the documents are duly executed with no blanks and also duly signed by all parties
• Reporting internally once executions are done
• Taking custody of documents post execution if any
• Ensuring the Title Documents taken into custody as listed in the Memorandum of Entry
• Any discrepancies in the documents taken in custody should be highlighted to the Legal and internal team immediately
• Handing over to the documents to Office if there is a custody at the time of execution

Key requirements:

• Minimum 2 – 3 years working experience in Document Custody Management
• Knowledge of MS Excel and MS Word and MS Outlook
• Candidate should have good communication skills (verbal and written)

Company Benefits:

At our Vistra ITCL office, we believe in putting our employees’ well-being first!.

Additionally, we provide attractive insurance benefits, excellent job exposure and career prospects. Our goal is to make this a great place to work where all our people can thrive. We hope you join us on this exciting journey!