AVP / Senior Manager - Client Services & Operations
Kredere Wealth Partner · Mumbai · onsite · Posted 34d ago
Undisclosed5–10 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.
Sourced from naukri
Skills
Investment ProductsClient ServicesDematcomplianceKYCAccount Opening