27 Aug
|
Adroit Financial Services
|
Ghaziabad
27 Aug
Adroit Financial Services
Ghaziabad
Job Details
- Job Title: Executive
- Department: KYC
- Industry: Stock Broking / Financial Services
- Location: Ghaziabad
- Experience: 13 Years
- Employment Type: Full-Time
Job Summary
We are looking for a detail-oriented and customer-focused Account Opening Executive to manage the end-to-end process of opening and activating trading and demat accounts. The candidate will be responsible for document verification, KYC processing, coordination with clients and internal teams, and ensuring that all account-opening activities are completed accurately and within defined timelines.
The ideal candidate should have knowledge of stock market operations, KYC, trading and demat account opening, and regulatory requirements.
Key Responsibilities
- Handle the end-to-end account opening process for recent clients.
- Handle all types of account opening processes, including individual and non-individual accounts.
- Process all types of account modifications and ensure that the required documents and approvals are completed accurately.
- Handle all types of transmission requests and coordinate with clients, legal/heirs, compliance, and operations teams as required.
- Handle and resolve all KYC-related queries, including KYC updation, discrepancies, rejections, CKYC-related matters, and documentation requirements.
- Manage the end-to-end onboarding and documentation process for all types of non-individual accounts, including corporate, partnership, LLP, HUF, trust, and other applicable entities.
- Ensure that account opening, modification, transmission, and KYC requests are processed within defined TATs and in accordance with applicable regulatory requirements.
- Coordinate with internal teams to resolve complex cases and ensure timely completion of client requests.
- Verify customer applications and ensure all required documents are complete and accurate.
- Process KYC documentation, including PAN, Aadhaar, address proof, bank details, photographs, and other applicable documents.
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