Branch Operations Executive

Job Description

Key Responsibilities1.Customer Support: Greet walk-in clients, resolve queries regarding trading accounts, demat accounts, business development and market other financial products.2.Marketing Activities: Actively pitch BgSE Financials products (Equity, Derivatives, Mutual Funds, Currency, and Depository Services) to existing and walk-in clients.3.Generate new leads through local networking, client referrals, and promotional activities around the branch area.4.Educate clients on how to use our digital trading platforms and mobile applications.5.Follow up on warm leads to convert them into active trading accounts and achieve monthly branch targets.6.Documentation & KYC: Collect, verify, and process Know Your Customer (KYC) documents, account opening forms, and account modification requests with high accuracy.7.Back-Office Operations: Manage daily branch administrative tasks, co-ordinate with the head office for documentation processing, and maintain accurate physical and digital files.8.Branch Coordination: Assist the Branch Manager, dispatching documents, and managing local vendors or office upkeep.

Keyskills :
kycdematcompliancetradingverificationaccountdepository participant operationsbasic market financial literacy