Manager - Back Office Operations (KYC) Upman Placements

3.0 - 8.0 years

5 - 10 Lacs

Mumbai Suburban

Work from Office

Roles & Responsibilities: Updating of UCC for existing client code (Modification i.e. Address, Email, Mobile, Nominee, Income, Bank etc) and updating in Front & Back office. Replying of all emails related to documents team pertaining to DP modification. Call reverts for all TL/SH/ZH pertaining to DP & trading modification. Processing & Updation of REKYC cases (i.e. Email, Mobile, Income, Address, Closure, Bank, Nominee client profile etc.) and updating in Front & Back office. Processing Dormant account activation and resolving queries regarding the same. Modification regarding closure, transmission, transfer and updation of the same in DP & Trading system. Preparation & reconciliation of Linking file and sending the same to the Bank Linking on daily basis. POA / DDPI Linking in DP Backoffice system. Updating of UCC for existing client code (Modification i.e. Address, Email, Mobile, Nominee, Income, Bank etc) and updating in Front & Back Office. Coordination with Bank of Baroda DP Team and BDMs for account opening related queries. Coordination with NRI Branch for PIS account opening related queries. Data entry in the Backoffice system post Demat account opening is confirmed from BOB Demat team. UCC Generation and updating in exchanges for all offline clients. Clients who have clear all criteria i.e. KRA, CKYC, Linking for through client front office file to be uploaded in Trading Exe. Updation of Brokerage in Backoffice as per Scheme.

Posted 2 months ago

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