Roles and Responsibilities :
- Commencement of Business Partner
- Verification of Intermediary location to ensure no 2 BPs isn’t close by & seeking approval from respective RFM/BM.
- Ongoing follow up with RFM for pending documents, receipt of AP registration agreements & with Registration team for timely submission of documents/registration from the regulators.
- Initiating pre commencement & commencement email internally with BPs details & sharing terms.
- Issuing key software login ids/password & terminal id to the BP
- Facilitating recent segment activation for Business Partner
- Timely intimation of change request received from Business Partner with respect to Change sharing ratio, contact details, Service Branch etc
- Ongoing Co-ordination & Resolving queries with Business Partner, RFM and Internal Department.
- Maintenance of JV file for transferring BPs funds from sub brokerage ledger to deposit ledger.
- Updation of Business Partner AP Fees & Margin in software.
- Sending the Mailer to the clients where the Business Partner initiate the Change of Address.

📌 Executive-BPG Acquisition Support (Mumbai)
🏢 Sharekhan
📍 Mumbai