Job description
Job description

Primary role
• AUDITING TRADING AND DEMAT ACCOUNT OPENING FORMS, MAKING ENTRIES INTO INTERNAL SYSTEMS FORWARDING TO HO FOR ACCOUNT ACTIVATION

• PAN APPLICATION AUDIT, ENTRIES INTO INTERNAL SYSTEM, SCANNING OF FORMSDOCUMENTS AND FORWARDING TO THE PROESSING COMPANY FOR FINAL PROCESSING

• AUDITING CUSTOMER ENROLLMENT FORMSMAKING ENTRIES INTO INTERNAL SYSTEMSFORWARDING TO HEADOFFICE FOR ENROLLMENT

• ASSISTING HEADOFFICE & INTERNAL DEPARTMENTS IN UPDATING PENDING TRANSACTIONS & UPDATING STATUS OF TRANSACTIONS

• INWARD & OUTWARD COURIER MANAGEMENT

• PETTY CASH MANAGEMENT

• ASSISTING & HANDLING WALKIN CUSTOMERS (PARTNERS)



Seconday role
• FILING OF DOCUMENTS AS PER THE DEFINED PROCESS

• ADMIN / HR / IT SUPPORT

• CO-ORDINATION WITH HO

• OFFICE ADMINISTRATION

• SUPPORT TO SALES

Role: Phone Banking Officer
Industry Type: Financial Services
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Banking Operations

Education
UG: Any Graduate
PG: Any Postgraduate

Key Skills
HR Administrator Demat Sales courier management IT supportOffice administrationCustomer relationshipCash managementAuditing