KYC Field Executive

About the Role

We are looking for a detail-oriented Demat Account Executive / KYC Officer to join our share market operations team.
The candidate will be responsible for assisting clients in opening Demat & Trading accounts, verifying KYC documents, ensuring compliance with SEBI and exchange guidelines, and providing smooth onboarding support.

This role is ideal for individuals with experience in banking, broking, or financial services who understand documentation, compliance, and customer interaction.

🧩 Key Responsibilities

• Guide clients through Demat & Trading account opening process (offline or online).

• Collect and verify KYC documents (PAN, Aadhaar, address proof, income proof, bank details, etc.).

• Ensure compliance with SEBI / Exchange / Broker regulations.

• Update client information accurately in back-office systems.

• Coordinate with compliance and operations teams for account approvals.

• Handle client queries related to account status, rejected forms, and documentation.

• Maintain proper record keeping of physical and digital KYC files.

• Follow up with clients and assist RM/Dealer teams for activation.

🎓 Qualifications & Skills

• Graduate in Commerce, Finance, or any relevant field.

• 0–3 years of experience in Demat, KYC, or banking operations preferred.

• Basic knowledge of stock market, SEBI regulations, and financial documentation.

• Good communication and customer handling skills (Hindi, English, Marathi preferred).

• Attention to detail and ability to handle confidential client data responsibly.
  
  📞 How to Apply

  Send your resume to jinalihedgehunter@gmail.com

• It is a Full Time Back Office / Data Entry job for candidates with 0 - 3 years of experience.