
Operation Intern
2 weeks ago
Key Responsibilities:
- Account Management
- Account opening process of Individual, Joint and NRI Clients. (Online and Offline).
- Collecting documents from client and create inward entry in NXT platform.
- Processing of Profile Modifications, code reactivation, segment activation, transmission and Closure of clients and Sub-Brokers.
- Pay-in and pay-out of Funds.
Depository Operations
- Dematerialization of Shares.
- Processing Delivery instruction Slips(DIS).
- Off-Market stock transfer from one DP to another DP.
- Pledge/ unpledge of shares
- Processing PRF.
Client Servicing & Communication
- Handling day to day queries of Sub-brokers.
- Assisting clients for App related queries.
- IEPF (Investor Education Protection Fund) related matters.
- Drafting and sending emails.
- Process corporate action (IPO, bonus, right issues and splits)
- Process Mutual fund SIP/Lumpsum and redemptions.
- Mandate creation (Online & Offline).
- Analyzing Mutual funds and assisting in basic financial planning.
- Liaising with Registrar and transfer Agents for Issuing share certificates, recover bonus shares, unclaimed dividend, and IEPF related queries.
- Addressing NRI desk for Enet mapping.
- Prepare reports and other documentation as needed.
Support Functions
- Assisting Sub-brokers to managing and updating social media profiles.
Job Type: Full-time
Pay: ₹5, ₹8,000.00 per month
Work Location: In person
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