Plan, coordinate, and execute corporate events, client conferences, and trading seminars etc. Liaise with vendors (venues, catering, technical support, AV teams, etc.) to ensure timely and quality service delivery. Handle client invitation lists, RSVPs, event registrations, and confirmations. Prepare engaging…
Greet visitors, clients, vendors, and franchise partners professionally. Answer phone calls and transfer to concerned staff Maintain and update the visitors’ register. Maintain and update registers, files, and office records. Manage stationery and front desk supplies. Arrange water and refreshments…
Handle inbound and outbound calls to resolve client queries Handle queries related to user access, login issues, password resets, KYC etc. Troubleshoot application errors, connectivity issues Maintain call logs and reports on daily calling activities. Support other teams in client…
Welcome call to new registered customer & update about product & Service. Project Base Calling like DP Recovery, KRA Update, Customer Contact details verify, BuyBack Opportunity, SLBM Opportunity, IPOs Generate lead by way of a reference from existing customer. Skills…
Head – ONLINE Business Responsibilities Strategic thinking and vision for the future of online financial services. Strong understanding of digital product development, marketing, and customer experience Excellent leadership, communication, collaboration skills and Competency Mapping Clear understanding of ONLINE product offer…
Stay abreast of changes in relevant laws, regulations, and industry standards. Design and implement policies and procedures to ensure compliance with applicable regulatory requirements with related circular/ Guidelines. Risk Assessment: Conduct regular risk assessments to identify and evaluate compliance risks…
Promote the company’s product& services. To ensure quality parameters are met & TAT to respond to the customer is maintained. Maintain client relationship& provide them best service. Maintain relationship with allotted clients by proactive advisory and prompt support services. All…
BackOffice In charge / Operation Head Responsibilities Leadership & Supervision Lead and manage the entire Operations Team. Ensure smooth coordination among sub teams handling Risk, RMS, Margins, Back Office, and Trade Settlement. Build a culture of accountability, ownership, and process…
Understanding of Customer Financial Planning. Suggest best investment option based on the customer’s needs & profile. To boost and develop Business Development Team for cross selling of various products Set Targets for Team and achievement beyond target Proper Reporting System…
Execute structured migration plan to convert Equity clients to Derivative segment through relationship mapping and product pitching. Visit clients personally to deliver one on one or group training on Derivative product usage, benefits, and risk understanding. Address and resolve all…
Event Coordinator Responsibilities Plan, coordinate, and execute corporate events, client conferences, and trading seminars etc. Liaise with vendors (venues, catering, technical support, AV teams, etc.) to ensure timely and quality service delivery. Handle client invitation lists, RSVPs, event registrations, and…