Senior Executive - Operations (Franchisee)

Sharekhan

1 - 4 years

1 - 5 Lacs

mumbai

Posted:2 months ago| Platform:

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Skills Required

client operations document management operations management client coordination kyc backend process full and final settlement client servicing backend operations

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities:

Initiating closure of business partner based on the request received.
Collating necessary details required for closure of business partner from Internal departments & sending the same to respective BM/RFM for approval.
Intimation to concerned departments for closure. Ensuring shifting of clients from terminated BPs & timely deactivation of terminals and other key softwares
Dispatching intimation letter to the clients with regards to change of their service outlet.
Follow up on pending requirements for release of full & final payment.
Deactivation of remisier code & release of full & final amount
Maintaining regular MIS
Managing documentation for Insurance product

Preferred candidate profile

Graduate in any stream with knowledge of capital markets.

Min 1 year experience into similar role in broking industry

Relevant candidates can share updated resume on lakshmi.veliath@sharekhan.com with subject line - Senior Executive - BPG Operations

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