Documentation Controller

2 days ago


Thiruvananthapuram, Kerala, India Advenxa Pvt Full time ₹ 2,40,000 - ₹ 3,00,000 per year

Documentation Controller

Location: Kollam, Trivandrum

Salary: ₹20,000 – ₹25,000 per month

Experience: 1–2 years (Banking / Financial Services / Insurance)

Qualification: Any Degree

This role does not involve sales targets or high-pressure sales environments. We prioritize a client-focused and consultative approach.

Responsibilities

  • Handle client queries, grievances & ensure quick resolution.
  • Support clients with Capital / Stock Market-related services.
  • Execute Depository Settlements & Delivery Instruction Slips.
  • Process Demat & Dematerialization requests accurately.
  • Conduct client onboarding and KYC verification as per regulatory guidelines.
  • Communicate clearly & maintain strong client relationships.
  • Ensure professionalism, compliance & confidentiality.

Requirements

  • strong communication & interpersonal skills.
  • Good understanding of Capital / Stock Markets & investment products.
  • Pleasant personality with a client-first, consultative approach.
  • 1–2 years' experience in Client Relationship Management.

Job Types: Full-time, Permanent

Pay: ₹20, ₹25,000.00 per month

Benefits:

  • Health insurance
  • Life insurance
  • Provident Fund

License/Certification:

  • Graduation (Required)

Work Location: In person



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