Customer Relationship Officer

5 days ago


Surat, Gujarat, India NJ Group Full time ₹ 4,00,000 - ₹ 8,00,000 per year

Primary Role

  • MF / EXCHANGE / FD / BONDS TRANSACTION PROCESSING- ACCEPTANCE, AUDIT, ENTRY, SCANNING AND REJECTION MARKING.
  • TRANSACTION ENTRY IN SYSTEM, DAILY UPLOADING, SCANNING OF APPLICATION, ETC.
  • ACKNOWLEDGMENT COLLECTION AND SCANNING (MF & FD)
  • ASSISTING TRANSACTION DEPARTMENT IN UPDATING PENDING TARs.
  • NJ ACCOUNT REGISTRATION (TADA & PMS). FOLLOW-UP FOR PENDING REGISTRATION.
  • COURIER MANAGEMENT, MAINTAINING BRANCH EXPENSES, MAINTAINING PETTY CASH & DAILY UPLOADING.
  • ASSISTING NJCC IN QUERY SOLVING. LOCAL REJECTION MARKING, ASSISTING NJ CC IN QUERY SOLVING.

Secondary Role

  • MAINTAINING NON FINANCIAL TRANSACTION.
  • OFFICE ADMINISTRATION, ASSISTING PARTNERS, SALES SUPPORT.


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