Customer Relationship Officer (Common)

☞ NJ IndiaInvest Pvt Ltd

View: 108

Update day: 06-05-2024

Location: Porbandar Gujrat

Category: Consulting / Customer Service Production / Operation

Industry: Banking

Position: Associate/Senior Associate -(NonTechnical)

Job type: Full Time, Permanent

Experience: 1 - 4 years

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Job content

Primary role -

Investment application audit- entries into internal system- scanning of forms & documents - forwarding to the investment companies for final processing - assisting head office & internal departments in updating pending transactions- updating status of transactions

- auditing trading and demat account opening forms-

making entries into internal systems and forwarding to ho for account activation

- pan application audit- entries into internal system- scanning of forms & documents and forwarding to the processing company for final processing

- auditing customer enrollment forms- making entries into internal systems and forwarding to head office for enrollment inward & outward courier management petty cash management assisting & handling walkin customers (partners)

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Deadline: 20-06-2024

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