Executive - KYC
1 week ago
Executive (KYC)
Marwadi Shares and Finance Limited.
Marwadi was established in 1992 at Rajkot, Gujarat. It is a well-diversified group in Financial Services, Education, and Solar energy. Currently employing more than 2000 employees as a Group Marwadi Financial Services is the financial services arm of the Marwadi Group. It has 800+ employees across 104 locations around Gujarat and neighboring states. The network also includes in excess of 1450 franchisees. Leveraging the network and its world-class products and services, Marwadi Financial Services has a 4.1L customer base.
Job Purpose:
We at Marwadi Financial Services are looking for an account Opening Executive
Requirements:
- Qualification: Any Graduate
- Experience: Minimum 2 Years
- CTC: LPA
- Location: Rajkot HO
- Vacancy: 1
Responsibilities:
- Account Opening (All Segments/Exchanges/DP/Repositories/NPS/KYC etc.)
- Strictly follow the rules / regulations / guidelines by Authorities.
- Understanding of timely account opening service to clients.
- If any new / changed - rules / regulations / guidelines implemented, understanding of same and apply in that process.
- Guide & follow up the Branches / APs for hold / pending forms issues.
- Guide & follow up the Branches / APs for Rejection forms issues.
- Return & follow up of rejected form in time for resolution of same.
- Assist in communicating new changes in checklist/rules / regulations / guidelines to the Branch/SBs.
- Provide online help during account opening process both for physical or e-KYC process.
- Timely passes the form to team members for further processing.
- Coordination with Reporting Executive, if any query.
- Provide MIS report as and when required.
Skills:
- Proficient knowledge of MS Excel, PowerPoint, Word software.
- Excellent written and verbal communication skills.
- Should be Accurate and responsible
Personality:
- Careful and diligent even meticulous with a good dose of common sense
- Efficient, effective and organized in both the physical and digital words
- Modestly confident and also personable, good humored and trustworthy
- Informal but 100% professional while respecting traditional courtesy and good manners.
Job Type: Full-time
Pay: ₹22, ₹25,000.00 per month
Benefits:
- Health insurance
- Paid sick time
- Paid time off
- Provident Fund
Application Question(s):
- Do you have work experience in KYC department?
- Do you have knowledge about the stock market ?
Work Location: In person
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