Account Opening

9 hours ago


Mumbai, India People Quest Data Services Pvt. Ltd. Full time

Company Description: Founded in 2007 is a professionally-managed and one of India's well-reputed. SEBI registered, Portfolio Management Services.

Job Title: Deputy Manager
- Client Servicing

Industry: Financial Services

Location: Bandra Kurla Complex, Mumbai

**Job Description**:

- Account opening and form filling process for all new Mumbai client accounts
- Resolution of discrepancies in new account opening for in co-ordination with Client/Custodian/RMS
- Client modifications to be made accurately on Wealth Spectrum with Custodians
- Cultivating solid relationships with clients as a reliable point of contact and by providing exceptional after-sales service
- Ensuring a positive onboarding experience for new clients
- Ensure statutory compliances with respect to all customer servicing related activities

**Profile**:

- You have an experience of 2-5 years with Premier Banks/ Wealth Managers/ Portfolio Managers, after graduation or post graduation
- Excellent command of English& Hindi language
- You are Client Centric & Long-Term oriented

**Salary**: ₹20,000.00 - ₹30,000.00 per month

Schedule:

- Day shift

**Education**:

- Bachelor's (preferred)

**Experience**:

- Account opening & KYC: 2 years (preferred)
- total work: 2 years (preferred)

**Language**:

- English (preferred)



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