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 skilled 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.
Positive 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 (India)
🏢 J V Equities Private
📍 India
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