5 Renewal Tracking Jobs

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2.0 - 6.0 years

0 Lacs

bhubaneswar

On-site

As a Service Relationship Manager in the WC-Working Capital-Sales team, your primary responsibilities will include: - Handling and managing client service requests effectively. - Ensuring portfolio hygiene by timely updating stock insurance, client statement requests, and conducting stock audits. - Monitoring PDD MIS and ensuring timely closure of PDDs. - Managing day-to-day service-related activities such as URC updating, WCDL disbursement tracking, and following up with RMs. - Tracking overdue renewals and collaborating with RMs to ensure timely updates. Additionally, as part of your role, you will be responsible for HO monitoring activities to support the efficient functioning of the team...

Posted 2 days ago

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2.0 - 6.0 years

0 Lacs

bhubaneswar

On-site

As a Service Relationship Manager for WC Sales, your primary responsibilities will include handling and managing client service requests. This involves ensuring the timely updating of stock insurance, processing client statement requests, and conducting stock audits to maintain portfolio hygiene. You will be responsible for monitoring PDD MIS and ensuring the timely closure of PDDs. In addition, you will be involved in various day-to-day service activities such as updating URC, tracking WCDL disbursements, monitoring WCDL maturities, and following up with RMs for necessary actions. You will also be tasked with tracking overdue renewals and coordinating with RMs to ensure timely updates. Over...

Posted 1 month ago

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1.0 - 3.0 years

2 - 4 Lacs

navi mumbai, mumbai (all areas)

Work from Office

Direct Responsibilities Creating new ID, Modification and deactivation of terminals of Branch & Authorized person, (NEAT, Trade Tiger (In-house software) ODIN & GREEK, etc. in exchanges and in Admin) Tracking and updating employees for resignation (give full and final in Sharekonnect and deactivate terminals on last working day. Record Keeping and Data management of all trading IDs of Sharekhan Branches/APs and Clients. Co-ordination and resolution of enquiries with all registered employees, APs, etc. Responsible to coordinate with all functions and ensure to develop the data accuracy. To create and update all necessary data and documents to update with NSE, BSE & MCX. Preferred candidate pr...

Posted 1 month ago

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1.0 - 3.0 years

2 - 4 Lacs

navi mumbai, mumbai (all areas)

Work from Office

Direct Responsibilities Creating new ID, Modification and deactivation of terminals of Branch & Authorized person, (NEAT, Trade Tiger (In-house software) ODIN & GREEK, etc. in exchanges and in Admin) Tracking and updating employees for resignation (give full and final in Sharekonnect and deactivate terminals on last working day. Record Keeping and Data management of all trading IDs of Sharekhan Branches/APs and Clients. Co-ordination and resolution of enquiries with all registered employees, APs, etc. Responsible to coordinate with all functions and ensure to develop the data accuracy. To create and update all necessary data and documents to update with NSE, BSE & MCX. Preferred candidate pr...

Posted 1 month ago

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1.0 - 3.0 years

2 - 4 Lacs

Navi Mumbai, Mumbai (All Areas)

Work from Office

Direct Responsibilities Creating new ID, Modification and deactivation of terminals of Branch & Authorized person, (NEAT, Trade Tiger (In-house software) ODIN & GREEK, etc. in exchanges and in Admin) Tracking and updating employees for resignation (give full and final in Sharekonnect and deactivate terminals on last working day. Record Keeping and Data management of all trading IDs of Sharekhan Branches/APs and Clients. Co-ordination and resolution of enquiries with all registered employees, APs, etc. Responsible to coordinate with all functions and ensure to develop the data accuracy. To create and update all necessary data and documents to update with NSE, BSE & MCX. Preferred candidate pr...

Posted 4 months ago

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