Role & responsibilities

- Managing Account Opening (KYC) & other CMC and co-ordination with HO
- Handling customer query and provide prompt solution or within TAT given the same
- Update fund/securities Pay-in/Payout Shortage to customer & to their respective RM, Share if amount is above 5 lakh for one individual customer
- DP Related services (DIS/DRF)
- Petty Cash and Admin related activity of branch
- Maintain Daily Branch MIS.
- Risk monitoring & collection
- .Support to business partners for back office operation activities.
- Training to branch recent employee & business partners
- .Visit to business partners office for operational training, Service when ever its required.
- Updating of trade instructions and demat requests in the system.
- Collection account opening form customers, SE, RM & make sure account get open within tat.
- Coordination with different departments & solving queries of customer

Preferred candidate profile

- Graduate
- NISM VI certificate required
- Requred Experience in back office process
- Knowledge of operations back office process preferred
- Knowledge of MS Office required

📌 Operation Executive (Delhi)
🏢 Sharekhan
📍 Delhi