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Wealth House India
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Customer Relationship Officer

Customer Relationship Officer

Wealth House India

0 - 31 years

1 - 3 Lacs

teynampet chennai

Posted:21 hours ago| Platform: Apna logo

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Skills Required

training trading compliance support onboarding documentation audit marketing

Work Mode

On-site

Job Type

Full Time

Job Description

Basic training will be provided Job Title: Demat & Trading Account Opening Executive / Officer / Associate Job Summary: The Demat & Trading Account Opening Executive will be responsible for assisting clients in opening new Demat and trading accounts, verifying KYC documents, ensuring compliance with regulatory requirements, and providing excellent customer support throughout the onboarding process. Key Responsibilities: Contact prospective clients and explain the process of opening Demat and trading accounts. Guide customers through the account opening process — both online and offline. Verify client KYC documents (PAN, Aadhaar, bank proof, etc.) as per SEBI and company norms. Coordinate with back-office and compliance teams to ensure timely activation of accounts. Maintain accurate records of account openings and customer interactions. Handle client queries related to Demat, trading platforms, or account-related issues. Follow up with clients to complete pending applications and documentation. Ensure all processes adhere to compliance, audit, and regulatory guidelines. Support sales and marketing teams in lead conversion related to Demat/trading accounts.

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Customer Relationship Officer