AVP/ Senior Manager - Client Services & Operations
Kredere Wealth Partner · Mumbai · onsite · Posted 38d ago
Undisclosed3–8 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products.
KYC Documentation & Processing.
Checking CKYC Compliance.
Transfer, Gift and Transmission of Funds.
Demat, Broking and F&O Account Opening.
Demat, re-mat of shares and other securities.
KYC Documentation & Processing.
Checking CKYC Compliance.
Transfer, Gift and Transmission of Funds.
Demat, Broking and F&O Account Opening.
Demat, re-mat of shares and other securities.
Sourced from naukri
Skills
Debt SyndicationMutual FundsKYC DocumentationCKYC ComplianceClient ServicingWealth ManagementEquityAccount Opening