Job highlights

- Conduct investor and CP KYC onboarding processes,open new demat accounts,and manage ongoing regulatory documentation as required. . .
- Share Transfer & Demat Maintenance Facilitate share transfers via CDSL and NSDL platforms, processing client sell requests, handling IVR and linkus calls, executing share procurement and BID postings, and updating bought/sold book entries daily.

- Daily Operations & Reporting Update inventory and pricing on the website, maintain margins, and ensure accurate entries in bookkeeping for bought/sold transactions and price updates.

- CRM Integration & Client Requests Enable searching in CRM for buyback opportunities, approving buy requests, generating sell recommendations, and assisting leads from voice and IVR channels.





- KYC & Client Onboarding Conduct investor and CP KYC onboarding processes, open current demat accounts, and manage ongoing regulatory documentation as required.

- Client Training & Support Train Client Partners (CPs) on dashboards, CRM systems, commission structures, client mapping, and terminal operations.

- Stock & ESOP Operations Add new stocks to the trading platform with accurate mapping and pricing. Oversee ESOP buyback processes through the BID platform.

- Campaign Execution Drive marketing campaigns such as last booking promotions for limited-time stock availability.

📌 Procurement Client Operations Professional (Gurugram)
🏢 Planify
📍 Gurugram