A Naukri Group company
लॉगिनहायर लोकल स्टाफ
A Naukri Group companyलॉगिनहायर लोकल स्टाफ
10,000 - 16,000 /महीना
Optifin Advisors
घाटकोपर वेस्ट, मुंबई
ग्राहक सहायता / टेलीकॉलर में 1 - 3 वर्षो का अनुभव
फुल टाइम
Job Description: Customer Relationship Executive
Handle correspondence, including emails and phone calls, and address client inquiries promptly.
Act as a liaison between departments to promote efficient 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.
