Welcome Desk Executive

4 weeks ago


Andheri Mumbai Maharashtra, India Asit C Mehta Investment Interrmediates Full time

**Job ID**:Welcome Desk Executive

**Role**: Team Member

**Department**: Operations - Welcome Desk

**Location**: Andheri East, Mumbai, Maharashtra

**Designation**: Executive to Associate Manager

**Reporting structure for the position**: Head - Operations - Customer Service

**No of Position Vacant**: 1
- Working towards achievement of the company’s mission keeping in view company’s visionbeliefs and mission statements
- Scrutinize a/c opening forms i.e., Commodity, Equity & Trading KYC's, Individual & Non-Individual KYC's, Demat a/c etc.
- Scanning of the a/c opening forms
- Handling franking activities
- Co-ordination with branch/franchisee for rectification of forms, inquiries regarding document requirement & verification of address and bank proof
- Ensuring timely processing of a/c opening forms
- Reduction in Audit observations for account opening
- Reduction in return of welcome kit
- Processing the closure & modification activity for clients
- Auditing account opening forms to ascertain if they comply with the requisite KYC norms

**Preferred Profile**:

- Interpersonal skills
- Energetic & initiative taking attitude
- Customer oriented
- Resilient & stress tolerant
- Detail conscious
- Persuasive & good negotiation skills
- Integrity
- Presentable, with good listening, oral and written communication skills

**Education**: Bachelor's degree

**Exp. Required in Years**: 1- 5 years of relevant experience in stock broking

**Compensation**: Will be discussed during interviews

**Hiring process/round of interviews**: Behavioural & technical interviews

**Expected Notice Period**: 30 days



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