Marwadi was established in 1992 at Rajkot, Gujarat. It is a well-diversified group into Financial Services, Education and Solar energy. Currently employing more than 2000 employees as a Group
Marwadi Financial Services is the financial services arm of the Marwadi Group and has 800 plus employees across 104 locations around Gujarat and neighboring states. There are also in excess of 1450 franchisees as a part of their network. Leveraging the network and their world class product and services they have a 4.1L customer base.
Job Purpose:
We at Marwadi Financial Services are looking for an account Opening Executive
Requirements:
- Qualification: Any Graduate
- Experience: Fresher's can also apply
- Location: Rajkot HO
- Vacancy: 01
Responsibilities:
- Account Opening (All Segments/Exchanges/DP/Repositories/NPS/KYC etc)
- Strictly follow the rules / regulations / guidelines by Authorities.
- Understanding of timely account opening service to clients.
- If any new / changed - rules / regulations / guidelines implemented, understanding of same and apply in that process.
- Guide & follow up the Branches / APs for hold / pending forms issues.
- Guide & follow up the Branches / APs for Rejection forms issues.
- Return & follow up of rejected form in time for resolution of same.
- Assist in communicating new changes in checklist/rules / regulations / guidelines to the Branch/SBs.
- Provide online help during account opening process both for physical or e-KYC process.
- Timely passes the form to team members for further processing.
- Coordination with Reporting Executive, if any query.
- Provide MIS report as and when required.
Skills:
- Proficient knowledge of MS Excel, PowerPoint, Word software.
- Excellent written and verbal communication skills.
- Should be Accurate and responsible
Personality:
- Careful and diligent even meticulous with a good dose of common sense
- Efficient, effective and organized in both the physical and digital words
- Modestly confident and also personable, good humored and trustworthy
- Informal but 100% professional while respecting traditional courtesy and valuable manners.
Job Type: Full-time
Pay: ₹17,000.00 - ₹20,000.00 per month
Benefits:
- Health insurance
Application Question(s):
- How many years of experience do you have as a KYC Executive?
- Do you know KYC?
Work Location: In person
📌 KYC Executive (India)
🏢 Marwadi Shares and Finance
📍 India
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