 Intimate Funding Details to Partners – RTGS / Bank Transfers  Prepare CMS Slips – Cheque Deposits  Send Takeover of the Funds to HO – Cheque Deposited / RTGS / Bank Transfer  Scrutinise forms - Broker Code Change Forms / Email Id Updation / Bank Mandate updation. Fill the Forms & Despatch the same to CS/Ops team for processing  Managing Stationary / Printer Requirements of the Branch  Follows up with distributors for discrepancy resolution. Again, an activity to ensure that most forms are clear when received at our HO  Sharing marketing material with distributors as and when required  Undertake end to end documentation for channel partners in case of individuals, Non- resident and institutional clients  Fill the account opening form kit completely, Scrutinize required documents and dispatch account opening forms to the central team for processing  Act as a bridge between the customer experience/Ops team and the Business development team  Effectively use the CRM systems to track the status of transactions and ensure timely funding and activation of accounts  Redemptions & Transmission form filling, sending to HO for execution and payment follow ups

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Sales Support Executive