NRI Operations Specialist - Mutual Funds SBNRI

2.0 - 6.0 years

0 Lacs

haryana

On-site

As a part of SBNRI, you will be handling the Mutual Funds KYC division and overseeing its end-to-end operations. Your responsibilities will include: - Coordinating with intermediary platforms like BSE Star, Redvision, etc. - Liaising with sub-distributors and customers for approvals, onboarding, KYC, etc. - Generating various reports as per internal processes and for client information purposes. - Uploading applications for new entities in DBMS software. - Providing administrative support for daily data entry using MS Excel. - Addressing and resolving customer queries (both new and existing) related to their KYC and investments. - Compiling monthly reports of all data and submitting them to ...

Posted 2 weeks ago

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NRI Operations Executive SBNRI

0.0 years

0 Lacs

gurugram, haryana, india

On-site

Company description - SBNRI Redefining NRI Banking Experience for a niche Indian segment. At SBNRI, we are reimagining and building how the new-age NRI Banking should be. Team of Second-time Entrepreneurs, Bankers and growth Fanatics. Job Responsibilities : ?Handling Mutual Funds KYC division and end to end operations of it. Co-ordinating with intermediary platforms such as BSE Star, Redvision, etc. Co-ordinating with sub-distributors and customers for approvals, onboarding, KYC, etc. Making various reports as per internal process and for client information purposes ?Processing of Applications for new entities by uploading in DBMS software. Administrative support for all data entry on daily ...

Posted 2 weeks ago

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Client Servicing Internship in Guwahati PRODIGY COMMUNICATIONS AND MARKETING PRIVATE LIMITED

0.0 - 4.0 years

0 Lacs

guwahati, assam

On-site

Are you a quick-thinker with exceptional negotiation and problem-solving skills Do you have a talent for delivering persuasive sales pitches and managing databases effectively If so, Prodigy Communications And Marketing is looking for a client servicing intern like you! As part of our dynamic team, you will have the opportunity to hone your communication skills and work closely with clients to ensure their needs are met. Selected Intern's Day-to-day Responsibilities Include engaging with clients to understand their requirements and provide tailored solutions, developing and delivering compelling sales pitches to potential clients, managing and updating client databases using DBMS software, u...

Posted 2 months ago

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Client Servicing Internship PRODIGY COMMUNICATIONS AND MARKETING PRIVATE LIMITED

0.0 - 4.0 years

0 Lacs

guwahati, assam

On-site

Are you a quick-thinker with exceptional negotiation and problem-solving skills Do you have a talent for delivering persuasive sales pitches and managing databases effectively If so, Prodigy Communications And Marketing is looking for a client servicing intern like you! As part of our dynamic team, you will have the opportunity to hone your communication skills and work closely with clients to ensure their needs are met. Engaging with clients to understand their requirements and provide tailored solutions. Developing and delivering compelling sales pitches to potential clients. Managing and updating client databases using DBMS software. Utilizing MS-Excel to analyze client data and track pro...

Posted 3 months ago

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