Client Service Executive

7 days ago

Bhavnagar, India Wealth First Portfolio Managers Ltd Full time

Job: Client Service Executive Location: Ahmedabad Roles and Responsibility: 1. Handling all operations related work of your immediate supervisor (Relationship Manager). 2. New Client Registrations: To Fill and submit printed white form copy only for new clients &DMAT. 3. Form Filling: Filling up of Forms (MF, DRF, Demat modification forms, Insurance, FD, PMS) 4. MF transactions(Demat & Physical): To submit daily transactions as per stipulated timeline. Emailing the DMAT & Physical AOF transactions to the concerned. Check Demat transaction mail of Kruti ben before transaction time ends Checking the DMAT MF transactions in ledger >holding >MF statement > in software's Checking MF Physical Transactions 5. Transactions Other than MF(PMS, Insurance, FD, Equity, Debt) Do the Transactions related to PMS, Insurance, FD, Equity, Debt) Checking of all other transactions (FD, Debt, Equity, PMS, Insurance) Client follow up for medical check-up (incase of insurance). 6. Monthly Portfolio Reporting to clients & Preparation of reports Emailing clients their report on monthly basis & also as and when required. Preparing the reports of clients as per requirement of immediate supervisor 7. Client's Documents Maintenance Clients documents file maintenance 8. Query Management To solve client queries & also visit the client as and when required. To raise query related to any mismatch in client portfolio, either financial transaction or nonfinancial (MF, Equity, Debt, PMS, FD, Insurance) To maintain a separate sheet for Query and update on regular basis. 9. Demat Related Work other than MF Transaction Checking the Demat ledger CR-DR balance on daily basis, for equity/mutual fund transaction. (T+5 compliance) Do the Client's Trade Do follow-up with clients for payment, Checking Delivery of shares/Bonds To submit the Buy-Back form in case of buyback. Checking of Dormant account and getting it activated before any Demat transaction. Update the purchase of any stock details when transferred from other DP to ours in tech excel. Requirement - 1 - 4 years of experience - Bachelors/masters degree in Finance, Business, or related fields. - Strong Excel, Word and PowerPoint skills - Good communication and organizational skills. - Knowledge of mutual funds, equity markets, and data handling. - NISM VA certificate

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