Customer Relationship Officer (Common)

Customer Relationship Officer (Common)
Company:

Nj India Invest


Customer Relationship Officer (Common)

Details of the offer

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)

Secondary Role

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

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


Source: Careesma


Area:

  • Sales / Trade Representative - Sales

Requirements