Demat Activities

Job Description WTO:CCMO-Custody & Demat-Onboarding & Servicing Team INTERNAL USAGE: No. of Vacancies: Reports to: SM Is a Team leader N Team Size: Grade: Officer / AM / DM Business: WTO Department: CCMO Sub-Department: Corporate DP Location: Airoli About Department Demat Operations handles all branches and custody account where in PMS and Corporate...

Key Responsibilities for this role: Ø Making pre-budgeted no of outbound calls. Ø Responsible for managing assigned no. of leads and opening targeted no of demat Accounts. Ø Online documents uploading and getting it processed. Ø Also in a given ratio accounts need to be activated thru getting margin in to it. Ø Providing clients with Demo &...

Key Responsibilities- Lead end-to-end **Demat Operations** including Transmission, Modification, Duplicate & Deletion requests  - Manage 10-15 team members in **Depository Operations**  - Ensure regulatory compliance for all **Transaction Management** activities  - Resolve client escalations and coordinate with intermediaries  - Maintain TAT as per...

Role & responsibilities Performing the mutual fund activities such as Reverse feed updation, Portfolio updation, investor master updation. Follow up with RTA /  AMC / BSE in case of any queries. Coordination with internal & external departments for solving queries. Mutual Fund Segment Activation (Demat) Reconciliation of UCC creation & Demat Transactions....

Role & responsibilitiesPerforming the mutual fund activities such as Reverse feed updation, Portfolio updation, investor master updation. Follow up with RTA /  AMC / BSE in case of any queries.Coordination with internal & external departments for solving queries.Mutual Fund Segment Activation (Demat)Reconciliation of UCC creation & Demat Transactions.Daily...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment...

1) The candidate will be responsible for Demat & Trading account opening, with atleast Rs.1 Lac of Margin per account, through direct sales (face to face), cold calling, networking, your own data/sources, and references.2) Building and maintaining relationships with clients, understanding their investment needs, and providing personalized investment...

Position Overview: The DP Operations Team Lead is responsible for overseeing the day-to-day operations related to Demat accounts, ensuring the accurate and timely processing of all transactions. The Team Lead plays a crucial role in managing smooth operations for demat/remate, and transmission processing, as well as coordinating with internal and external...

Process Name: Demat Account Opening & Management - Wholesale Process Description: - Staff to be located at HSBC premises (Mumbai). - Account opening Document checking and validation. - Liaise with HSBC staff for pending documentation and ensure timely reporting & escalation of pendency. - Data entry basis client documents on various systems. - Support...

**Process Name: Demat Account Opening & Management - Wholesale** Process Description: - Staff to be located at HSBC premises (Mumbai). - Account opening Document checking and validation. - Liaise with HSBC staff for pending documentation and ensure timely reporting & escalation of pendency. - Data entry basis client documents on various systems. - Support...