We are looking for a motivated and detail-oriented DMAT Executive to join our CA firm in Sion. The ideal candidate should have good communication skills, basic knowledge of MS Excel, and an interest in learning Demat and financial documentation processes.
Key Responsibilities
Assist in Demat account-related documentation and processing.
Handle data entry and maintain accurate client records.
Assist with preparation and verification of client documents.
Coordinate with clients for required documents and information.
Maintain and update records in MS Excel.
Follow up with clients regarding pending documents and requirements.
Coordinate with internal team members for timely completion of processes.
Handle basic client queries professionally.
Maintain proper filing and documentation.
Perform other administrative and back-office activities as required.
Required Skills
Freshers can apply.
Graduate in any discipline.
Basic to good knowledge of MS Excel.
Good verbal and written communication skills.
Good attention to detail and accuracy.
Basic computer knowledge.
Good follow-up and coordination skills.
Willingness to learn financial and Demat-related processes.
Preferred Candidate
Candidates with basic knowledge of Demat, KYC, banking or financial documentation will be preferred.
Should be comfortable working with Excel and handling client documentation.
Good communication and professional attitude are essential.