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Job Location | Indore |
Education | Not Mentioned |
Salary | Not Disclosed |
Industry | Education / Training |
Functional Area | General / Other Software |
EmploymentType | Full-time |
1) Modification and Checking of account modification Forms in CDAS and if there is any query coordination with the client for the same and get it done. 2) Checking and Closing the account on receiving the account closer form and in case of any query coordination with the client for the same and get it done. 3) Issuing DIS book in B/ O and maintaining the same on DIS book Register. 4) Dispatching Modification and Closer letter to clients. 5) Maintaining Nomination, DRF and Modification Register. 6) Providing ledger, Holding related information as and when required by the clients . 7) Dispatching DRF, Nomination, Modification (DP stationary) Forms to all branches and AP s as and when required. ||Dp Accounts||: 1) Applying DP Charges, Reversing and Clients greivances redressal regarding accounts. 2) Correspondance with CDSL. ||Compliances|| 1) Redressal of Clients Complaints. 2) Internal Audit of your department. 3) Support in CDSL/ RTA Audit as and when Needed. ||KRA (KYC Registration Agency|| 1) Punching of KRA data on KRA Software. 2) Image, documents and form updation on KRA Site/ Software. 3) Modification of KYC as when required.(while entry of New Account Opening forms). ||Account Opening Verification|| 1) To check the received forms with system entry on B/ O like :- PAN no. , Name, Father name, DOB, Address, Mobile no., Email ID, aadhar no. Proof Validity/ Expiry date. Verifying the details otherwise send it back to A/ C Opening Department for correction. 2) Thorough Checking & Verification of the details of the Documents submitted. 3) Forwarding the OK form further ahead for the File Process. Qualification Graduate/ Post Graduate Work Experience (6- 8 Years),
Keyskills :
controllingclearingcomplianceullfinalsettlementnewaccountopeningbackofficeoperationsbusinessprocessinternalaudit