Documentation Controller
1 week ago
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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