CUSTOMER RELATIONSHIP OFFICER ( COMMON )

•  - 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

•  - INVESTMENT APPLICATION AUDIT- ENTRIES INTO INTERNAL SYSTEM- SCANNING OF FORMS & DOCUMENTS - FORWARDING TO THE INVESTMENT COMPANIES FOR FINAL PROCESSING

•  PETTY CASH MANAGEMENT

•  ASSISTING & HANDLING WALKIN CUSTOMERS (PARTNERS)

•  INWARD & OUTWARD COURIER MANAGEMENT

•  FILING OF DOCUMENTS AS PER THE DEFINED PROCESS, CO-ORDINATION WITH HO.

•  ADMIN / HR / IT SUPPORT, OFFICE ADMINISTRATION, SALES SUPPORT

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