Executive - KYC

Executive (KYC)

Marwadi Shares and Finance Limited.

Marwadi was established in 1992 at Rajkot, Gujarat. It is a well-diversified group in Financial Services, Education, and Solar energy. Currently employing more than 2000 employees as a Group Marwadi Financial Services is the financial services arm of the Marwadi Group. It has 800+ employees across 104 locations around Gujarat and neighboring states. The network also includes in excess of 1450 franchisees. Leveraging the network and its world-class products and services, Marwadi Financial Services has a 4.1L customer base.

Job Purpose:

We at Marwadi Financial Services are looking for an account Opening Executive

Requirements:

• Qualification: Any Graduate
• Experience: Minimum 2 Years
• CTC: 2.6-3.0 LPA
• Location: Rajkot HO
• Vacancy: 1

Responsibilities:

• Account Opening (All Segments/Exchanges/DP/Repositories/NPS/KYC etc.)
• Strictly follow the rules / regulations / guidelines by Authorities.
• Understanding of timely account opening service to clients.
• If any new / changed - rules / regulations / guidelines implemented, understanding of same and apply in that process.
• Guide & follow up the Branches / APs for hold / pending forms issues.
• Guide & follow up the Branches / APs for Rejection forms issues.
• Return & follow up of rejected form in time for resolution of same.
• Assist in communicating new changes in checklist/rules / regulations / guidelines to the Branch/SBs.
• Provide online help during account opening process both for physical or e-KYC process.
• Timely passes the form to team members for further processing.
• Coordination with Reporting Executive, if any query.
• Provide MIS report as and when required.

Skills:

• Proficient knowledge of MS Excel, PowerPoint, Word software.
• Excellent written and verbal communication skills.
• Should be Accurate and responsible

Personality:

• Careful and diligent even meticulous with a good dose of common sense
• Efficient, effective and organized in both the physical and digital words
• Modestly confident and also personable, good humored and trustworthy
• Informal but 100% professional while respecting traditional courtesy and good manners.

Job Type: Full-time

Pay: ₹22,000.00 - ₹25,000.00 per month

Benefits:

• Health insurance
• Paid sick time
• Paid time off
• Provident Fund

Application Question(s):

• Do you have work experience in KYC department?
• Do you have knowledge about the stock market ?

Work Location: In person