- 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:
- Valuable 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
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.