27 Aug
|
GLC WEALTH ADVISOR
|
Pitam Pura
27 Aug
GLC WEALTH ADVISOR
Pitam Pura
Company: GLC Wealth Advisor, LLP
About the Company: We are a top Financial & Legal Advisory firm working in retrieval of unclaimed shares, demat of physical shares, IEPF claims etc.
Job Position: Operations Executive
Education: Graduate (Fresher's can also apply)
Job Location: Pitampura, Delhi
Job description
If you have a positive attitude, strong communication skills, and a willingness to take initiative, we'd love to meet you. We value individuals who are responsible, dependable, and ready to take ownership of their work while collaborating effectively as part of a team.
We believe in nurturing talent and providing the right guidance and learning opportunities to help you succeed.
Skills required:
- Should be well-versed with MS-Office for quick documentation.
Responsibilities:
- Understanding client matters in depth, documentation requirements & compliances on a case to case basis.
- Handling clients, NRIs, senior citizens or shareholders.
- Due diligence & verifications of KYC documents received from clients.
- Verify the document checklist to ensure all documents are received.
- Drafting of Letters, Forms for KYCs.
- Work with client coordinators & other team members in case of any query related to documents.
- Maintaining job records, work reports & doing regular follow ups.
Job Types: Full-time, Permanent, Fresher
Pay: ₹17,000.00 - ₹25,000.00 per month
Application Question(s):
- Are you fluent in oral and written communication?
Experience:
- Back office operations, Documentation, Drafting: 1 year (preferred)
Work Location: In person
📌 Operations Executive (Pitam Pura)
🏢 GLC WEALTH ADVISOR
📍 Pitam Pura