SPA Courier and Collection Management:
Handle the dispatch and collection of Initial and Final Sales and Purchase Agreements (SPAs) through DHL and TCS courier services. Track shipments via Salesforce and courier portals and ensure timely retrieval of signed SPAs from clients and Sales Agents.
Coordination and Follow-up:
Coordinate with Sales Advisors/ clients to ensure timely completion and signing of Initial and Final SPAs. Resolve any courier-related queries raised by the Sales team.
SPA Documentation:
Oversee the scanning, uploading, and accurate milestone updating of all SPAs in Salesforce, ensuring adherence to established processes and documentation standards.
Archiving and Organization:
Manage the proper organization, archiving, and storage of SPA documents.
Process Monitoring and Reporting:
Monitor courier activities and SPA handling processes and provide regular updates and reporting to ensure smooth operations and continuous process improvement.
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