Client Servicing Support

Role & responsibilities

• Managing Compliance of Branches of Retail Broking
• Managing CRM application
• Managing KYC and other modifications
• Mapping of CTCL login
• Opening/ Closure and Merger of accounts
• Managing Admin-related activities at the Branch level
• Client handling
• Maintain MIS

Preferred candidate profile

• Depository certification
• Good command on MS excel and MS office
• Excellent communication and active listening skills.
• Confidence and strong presentation abilities.
• Ability to explain information clearly and simply.
• Strong convincing and interpersonal skills.
• Knowledge of Demat accounts and internal process.
• Customer-focused and problem solving.