Operation Executive

Sharekhan

4 - 9 years

4 - 9 Lacs

Delhi Delhi India

Posted:1 day ago| Platform: Foundit logo

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Skills Required

Account Opening risk monitoring Training solving queries Back Office Operation

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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