: Female KYC Customer Relationship Executive Process: Demat Account Opening 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 professional 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.