Customer Relationship Officer

1 week ago


Vapi, India NJ India Invest Full time

Job description

**Primary role**
- INVESTMENT APPLICATION AUDIT- ENTRIES INTO INTERNAL SYSTEM- SCANNING OF FORMS & DOCUMENTS - FORWARDING TO THE INVESTMENT COMPANIES FOR FINAL PROCESSING
- ASSISTING HEAD OFFICE & INTERNAL DEPARTMENTS IN UPDATING PENDING TRANSACTIONS- UPDATING STATUS OF TRANSACTIONS, - AUDITING TRADING AND DEMAT ACCOUNT OPENING FORMS- MAKING ENTRIES INTO INTERNAL SYSTEMS AND FORWARDING TO HO FOR ACCOUNT ACTIVATION, - AUDITING CUSTOMER ENROLLMENT FORMS- MAKING ENTRIES INTO INTERNAL SYSTEMS AND FORWARDING TO HEAD OFFICE FOR ENROLLMENT
- PAN APPLICATION AUDIT- ENTRIES INTO INTERNAL SYSTEM- SCANNING OF FORMS & DOCUMENTS AND FORWARDING TO THE PROCESSING COMPANY FOR FINAL PROCESSING
- INWARD & OUTWARD COURIER MANAGEMENT, PETTY CASH MANAGEMENT, FILING OF DOCUMENTS AS PER THE DEFINED PROCESS, CO-ORDINATION WITH HO, ASSISTING & HANDLING WALKIN CUSTOMERS (PARTNERS)

Job Overview (979)

**Experience**
0 Month(s).**City**
Vapi.**Qualification**
B.A,B.COM,B.B.A.**Area of Expertise**
COMPUTER OPERATING**Prefer Gender**
Any**Function**
OPERATIONS**Audio / Video Profile**
NA



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