- Assist customers with Demat and Trading Account opening
- Coordinate with clients to collect and verify KYC documents
- Guide customers through the account opening process step-by-step
- Ensure accuracy and compliance during documentation and verification
- Maintain regular follow-ups to ensure timely account activation
- Provide a smooth and skilled onboarding experience to customers
- Experience in handling KYC and demat/trading account processes.
- Conduct end-to-end KYC processes in accordance with SEBI and AML guidelines.
- Open and manage PMS and demat accounts.
- Open and manage NRI PMS, demat, bank and trading accounts.
- Ensure accurate documentation and maintain updated records for all accounts.
- Provide clients with guidance on account setup, trading platforms, and investment options.
- Collaborate with internal teams to streamline account opening and compliance processes.