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KYC Executive

KYC Executive

Wealthy

2 - 4 years

4 - 5 Lacs

Bengaluru

Posted:2 days ago| Platform:

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Skills Required

KYC Excel document verification client onboarding communication skills

Work Mode

Work from Office

Job Type

Full Time

Job Description

Completing the DP BOD process on a daily basis
Importing all the other master files from Exchanges in the Techexcel system before the BOD process.Verification of all the client's details received in the Dpulse system before starting the onboarding process.Uploading the client details to Exchanges/ CDSL/KRA's after the verification process.Verification and activation of additional segments as per the client's request on a daily basis.Handling the complete onboarding procedure of BSE Star MF clients (Individual and Non-Individual)Follow up with the customer for the activation of the F&O segment (Rejected cases)Handling the tickets related to the BSE Onboarding of Non-Individual / Individual / Minor Accounts.Skills and QualificationsEducation: Bachelors DegreePrevious experience in the Broking industry is required. Good verbal and written communication skills Microsoft Office prowess/ Excel/MS Basic knowledge of document verification Ability to work independently and a desire to learn. Self-motivated and a strong team player.

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KYC Executive