Job Purpose Highlighting the purpose of the role / job : Demat operations day to day work like account modification, DIS execution & date entry SHIFT TIMINGS : 12pm to 9pm Key Responsibilities Verification of customer KYC documentation inclusive of modification application, IPV & Signature verification. Capturing and verification of Delivery Instructions (DIS) in the system. Call Verification for Beneficiary Add Form and Answer to Client/Branch/AP/RM call and mail Process knowledge and verification of transfer cum closure of Accounts in the NSDL/CDSL system. Scheme Change Mail (As per SEBI Circular) Qualifications Minimum Graduation Experience . : Freshers welcome Behavioral Competencies A good communication skill (Gujarati / Hindi / English). Strong coordination and communication skills.

- APPROACH INACTIVE CLIENTS AS PER PROCESS SET BY THE MANAGEMENT - UNDERSTAND CLIENT NEEDS/ CONCERNS, CLEAR HIS DOUBTS, EXPLAIN VALUE ADD FROM MNCL - DEVELOP RAPO WITH THE CLIENTS AND EXPLORE THE RELATIONSHIP TO OPTIMUM LEVEL - OVER A PERIOD OF TIME EXPAND THE RELATIONSHIP TO THE NEXT LEVEL - PASSION FOR BROKING/MARKETS/STOCKS - BASIC KNOWLEDGE OF EQUITIES/FINANCIAL MARKETS - GOOD COMMUNICATION SKILLS -FLUENT IN ENGLISH/GUJARATI/HINDI VERBAL COMMUNICATION, ABILITY TO UNDERSTAND AND FOLLOW PROCESSES SET BY THE MANAGEMENT - CAPABLE TO UNDERSTAND CLIENT NEEDS AND EXPLAIN MNCL VALUE ADDITION TO THE CLIENTS

Key Responsibilities: 1. Customer Support: Respond to customer inquiries and provide information about various products and services offered by the brokerage firm. Assist clients with account-related questions, transactions, and account maintenance. 2. Call Handling: Answer incoming phone calls promptly and professionally. Address client concerns, requests, and complaints effectively, striving to exceed their expectations. 3. Email Correspondence: Manage and respond to client emails in a timely and professional manner. Provide comprehensive and accurate information while maintaining the firm's communication standards. 4. Account Assistance: Guide clients through the account opening process, assist with login issues, and troubleshoot technical problems related to trading platforms and online accounts. 5. Information Sharing: Keep clients informed about market updates and relevant news/ regulations/ process that may impact their investments. 6. Problem Resolution: Investigate and resolve issues related to trade execution, account discrepancies, and any other concerns raised by clients. Collaborate with other departments, such as trading, compliance, and operations, to find effective solutions. 7. Regulatory Compliance: Ensure that all communications and interactions with clients adhere to industry regulations and compliance standards, maintaining the confidentiality and security of sensitive information. 8. Record-Keeping: Maintain accurate records of client interactions, inquiries, and resolutions using customer relationship management (CRM) software. 9. Continuous Learning: Stay updated with industry knowledge, market trends, and the brokerage firm's products and services to provide informed and high-quality support to clients. 10. Feedback and Improvement: Collect and report client feedback to the management team. Suggest process improvements to enhance the overall customer service experience.