Customer Relationship Officer

3 weeks ago


Pune, India NJ India Invest Full time

**Job Code**:

- 959**Prefer Gender**:

- Any**Experience**:

- 0 Month(s).**Function**:

- OPERATIONS**City**:

- PUNE**Audio Profile**:

- NA**Qualification**:

- B.A,B.B.A.**Area of Expertise**:

- COMPUTER OPERATING- 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
- PAN APPLICATION AUDIT- ENTRIES INTO INTERNAL SYSTEM- SCANNING OF FORMS & DOCUMENTS AND FORWARDING TO THE PROCESSING COMPANY FOR FINAL PROCESSING
- AUDITING CUSTOMER ENROLLMENT FORMS- MAKING ENTRIES INTO INTERNAL SYSTEMS AND FORWARDING TO HEAD OFFICE FOR ENROLLMENT

INWARD & OUTWARD COURIER MANAGEMENT

PETTY CASH MANAGEMENT

ASSISTING & HANDLING WALKIN CUSTOMERS (PARTNERS)

**Secondary Role**

FILING OF DOCUMENTS AS PER THE DEFINED PROCESS, CO-ORDINATION WITH HO.

ADMIN / HR / IT SUPPORT, OFFICE ADMINISTRATION, SALES SUPPORT



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