Job Description

Documentation Controller

Location:

Kollam, Trivandrum

Salary:

?20,000 - ?25,000 per month

Experience:

1-2 years (Banking / Financial Services / Insurance)

Qualification:

Any Degree

This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach.

Responsibilities

Handle client queries, grievances & ensure quick resolution. Support clients with Capital / Stock Market-related services. Execute Depository Settlements & Delivery Instruction Slips. Process Demat & Dematerialization requests accurately. Conduct client onboarding and KYC verification as per regulatory guidelines. Communicate clearly & maintain strong client relationships. Ensure professionalism, compliance & confidentiality.

Requirements

strong communication & interpersonal skills. Good understanding of Capital / Stock Markets & investment products. Pleasant personality with a client-first, consultative approach. 1-2 years' experience in Client Relationship Management.
Job Types: Full-time, Permanent

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

Health insurance Life insurance Provident Fund
License/Certification:

Graduation (Required)
Work Location: In person