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Operation Executive

4 - 9 years

4 - 9 Lacs

Posted:1 day ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Role & responsibilities

  • Managing Account Opening (KYC) & other CMC and co-ordination with HO
  • Handling customer query and provide prompt solution or within TAT given the same
  • Update fund/securities Pay-in/Payout Shortage to customer & to their respective RM, Share if amount is above 5 lakh for one individual customer
  • DP Related services (DIS/DRF)
  • Petty Cash and Admin related activity of branch
  • Maintain Daily Branch MIS.
  • Risk monitoring & collection
  • .Support to business partners for back office operation activities.
  • Training to branch new employee & business partners
  • .Visit to business partners office for operational training, Service when ever its required.
  • Updating of trade instructions and demat requests in the system.
  • Collection account opening form customers, SE, RM & make sure account get open within tat.
  • Coordination with different departments & solving queries of customer

Preferred candidate profile

  • Graduate
  • NISM VI certificate required
  • Requred Experience in back office process
  • Knowledge of operations back office process preferred
  • Knowledge of MS Office required

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Sharekhan
Sharekhan

Financial Services

Mumbai

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