Operation Intern

0 years

0 Lacs

Posted:5 days ago| Platform: SimplyHired logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Key Responsibilities:

  • Account Management
  • Account opening process of Individual, Joint and NRI Clients. (Online and Offline).
  • Collecting documents from client and create inward entry in NXT platform.
  • Processing of Profile Modifications, code reactivation, segment activation, transmission and Closure of clients and Sub-Brokers.
  • Pay-in and pay-out of Funds.

Depository Operations

  • Dematerialization of Shares.
  • Processing Delivery instruction Slips(DIS).
  • Off-Market stock transfer from one DP to another DP.
  • Pledge/ unpledge of shares
  • Processing PRF.

Client Servicing & Communication

  • Handling day to day queries of Sub-brokers.
  • Assisting clients for App related queries.
  • IEPF (Investor Education Protection Fund) related matters.
  • Drafting and sending emails.
  • Process corporate action (IPO, bonus, right issues and splits)
  • Process Mutual fund SIP/Lumpsum and redemptions.
  • Mandate creation (Online & Offline).
  • Analyzing Mutual funds and assisting in basic financial planning.
  • Liaising with Registrar and transfer Agents for Issuing share certificates, recover bonus shares, unclaimed dividend, and IEPF related queries.
  • Addressing NRI desk for Enet mapping.
  • Prepare reports and other documentation as needed.

Support Functions

  • Assisting Sub-brokers to managing and updating social media profiles.

Job Type: Full-time

Pay: ₹5,000.00 - ₹8,000.00 per month

Work Location: In person

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