Handle day-to-day back office operations for Stock Market, Mutual Fund, Loan, and Insurance services.
Maintain client records, coordinate with clients for pending documents, applications, and process completion.
Assist in Demat account opening, mutual fund transactions, call trade in stock market and any service requests.
Coordination with the stock broking team, AMC’s RM, banks, NBFCs, insurers, and internal teams for smooth processing.
Prepare MIS reports, daily work updates, and performance tracking sheets.
Manage calls, emails, WhatsApp queries, and client support professionally.
Resolve operational issues quickly and escalate important matters when required.
Help in improving customer satisfaction through prompt service and coordination.
Participate in promotional work, digital marketing and company campaigns.
Perform multitasking In-office duties as assigned.