Customer Relationship Officer
4 months ago
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)
**Seconday role**
- FILING OF DOCUMENTS AS PER THE DEFINED PROCESS, CO-ORDINATION WITH HO.
- ADMIN / HR / IT SUPPORT, OFFICE ADMINISTRATION, SALES SUPPORT
Job Overview (867)
**Experience**
0 Month(s).**City**
BANGALORE.**Qualification**
B.A,B.B.A.,B. ARCH.**Area of Expertise**
COMPUTER OPERATING**Prefer Gender**
Any**Function**
OPERATIONS**Audio / Video Profile**
NA
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