Handle the complete documentation process for new clients, including KYC, CKYC, and bank mandate registration.
Transaction Processing:
Execute purchase, redemption, and switch transactions on platforms like.
SIP Management:
Ensure SIPs are registered correctly and track upcoming SIP dates to prevent bounces.
Reporting:
Generate portfolio reports, capital gain statements, and valuation reports for clients upon request.
Service & Support:
Resolve day-to-day client queries (e.g., change of bank details, nominee updation, transmission) by coordinating with AMCs and R&T agents (CAMS/KFintech).
Data Management:
Maintain accurate client data in Excel sheets.
Job Types: Full-time, Permanent, Internship, Contractual / Temporary
Contract length: 3 months
Pay: From ?6,000.00 per month
Work Location: In person
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