Job Description: Customer Relationship Executive

Act as a liaison between departments to promote productive communication and workflow.

Experience in handling KYC and demat/trading account processes.

Conduct end-to-end KYC processes in accordance with SEBI and AML guidelines.

Open and manage PMS and demat accounts.

Open and manage NRI PMS, demat, bank and trading accounts.

Ensure accurate documentation and maintain updated records for all accounts.

Provide clients with guidance on account setup, trading platforms, and investment options.

Collaborate with internal teams to streamline account opening and compliance processes.

Prepare detailed reports for audits and regulatory checks

Support any other account opening and management activities





Resolve issues related to account discrepancies, transaction errors, and delays in processing.

Provide guidance to clients on the depository system, market practices, and regulatory changes.

Pay: From ₹12,000.00 per month

Education:
Bachelor's (preferred)

Experience:
Telemarketing: 1 year (preferred)
Customer relationship management: 1 year (required)
Document management: 1 year (required)

Language:
english, hindi, marathi (preferred)
English (required)

Work Location: In person

📌 Kyc Relationship Executive Ghatkopar West
🏢 Optifin Advisors
📍 Ghatkopar West