Key Responsibilities: Handle KYC, account opening and documentation processes for clients. Share P&L; reports, Ledger statements and other account-related reports with clients as requested. Process and send IPO application forms/details as per client requirements.
Send market updates and other approved information from specified sources to clients on a routine basis. Coordinate with clients for pending KYC, forms and other required documents. Perform field visits for collection of KYC and other client documents when required.
Submit forms/documents to banks, exchanges and other relevant institutions as required. Provide timely and professional support to clients for routine back-office requirements.
Requirements: Positive communication and client-handling skills. Basic knowledge of KYC, Demat/Trading accounts and financial markets preferred. Good computer skills and MS Office knowledge. Willingness to travel locally for document collection/submission. Fresher or experienced candidates can apply.
📌 Back Office Executive – KYC & Client Servicing (Rajkot)
🏢 J V Equities Private
📍 Rajkot
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