Job Description

Client Registration- Demat

Location:

Padivattom, Edapally

Graduation:

Degree Mandatory

Fluent in English, with strong communication and interpersonal skills.

Experience:

2-3 years in Client Relationship roles in Banking, Financial Services, and Insurance.

Salary Range:

?20,000 to ?30,000 per month

Responsibilities :

Grievance Handling:

Address client complaints and grievances promptly and effectively. Implement solutions to resolve issues, ensuring client satisfaction and maintaining positive relationships. Handle grievances received from both branch offices and customers, ensuring timely escalation and resolution as per internal policies.

Capital Market / Stock Market Knowledge:

Possess a deep understanding of capital markets, stock markets, and other investment products. Provide clients with relevant information and guidance on stock market options, leveraging 1-2 years of hands-on experience. Stay updated on market trends, trading regulations, and evolving investment strategies.

Demat & Dematerialisation:

Handle dematerialisation requests from clients, ensuring accurate processing and timely record-keeping. Assist clients in converting their physical share certificates into dematerialised (electronic) form. Coordinate with depository participants and ensure compliance with regulatory norms.

KYC & KRA Compliance:

Perform end-to-end Know Your Customer (KYC) checks in accordance with regulatory guidelines. Update and verify client records with the KYC Registration Agencies (KRA). Monitor KYC discrepancies and follow up with clients for timely resolution and documentation.

Physical Verification of Forms:

Conduct thorough physical verification of client-submitted forms and documents. Ensure all physical documentation is complete, accurate, and in compliance with internal standards before processing. Coordinate with relevant departments for further verification and safe custody.
Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹30,000.00 per month

Benefits:

Health insurance Life insurance Provident Fund
Application Question(s):

Do you have experience in Demat opening ? Do you have experience in KYC or KRA ?
Education:

Bachelor's (Required)
Experience:

KYC/ Compliance: 2 years (Required)
Language:

* English (Required)