Account Opening

2 days ago

Mulund East, Maharashtra, India ValueQuest Investment Advisors Full time ₹ 4,00,000 - ₹ 5,50,000 per year

Key Roles & Responsibilities

  • Knowledge on the Account opening Process and been able to undertake verification Process of different type of accounts opened under PMS & AIF business, Demat account opening etc.
  • KYC specialist who understands SEBI KYC norms and have worked in the account opening, KYC documentation checking for Financial Service industry, preferably PMS/AIF, Demat Operation & Broking
  • Manage stakeholders (internal and external) such as custodians, Bank, Broker and internal departments to service requests and resolve client queries.
  • Manage client calls & emails volumes for queries related to their portfolio transactions, Performance, Fee & expenses etc.
  • CRM record management and maintain records of all client service requests and conversations.
  • Execute financial and non-financial transactions and process paperwork such as Redemption, SIP, BCR, FCR, Nomination, KYC modification etc.

Functional & Behavioural Knowledge

  • Experience in Financial Services industry preferably in AMC/PMS/AIF/Wealth Management /Broking Industry Domain will be an added advantage.
  • Fluent in English / Persuasive Speaking & Writing Skills.
  • Should have knowledge of Microsoft Office (excel, word etc.)
  • Good Collaboration skills is a must.

Problem Solving & Other Key skills set.

  • Should know how to empathize with irate clients to resolve their issues.
  • Should be good at explaining concepts of product, fee computation, processes etc.
  • Diagnose client issues diligently.
  • Method Approach - deliberate, detail-oriented
  • Basic knowledge of Accountancy (What is balanced sheet / Profit and loss)

MINIMUM & PREFERRED EDUCATION:

  • Commerce/Finance Graduate
  • 3-5 years of experience in Client facing/PMS & AIF service management role.

Job Types: Full-time, Permanent

Pay: ₹400, ₹550,000.00 per year

Benefits:

  • Health insurance
  • Leave encashment
  • Life insurance
  • Provident Fund

Application Question(s):

  • Are you staying in Central Line of Mumbai (Yes/No) ?
  • What is your annual current CTC?
  • What is your Highest Qualification?
  • What is your notice period days?
  • Your total years of work experience?

Work Location: In person

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