Customer Care Executive

Key Responsibilities:

Client Onboarding & Verification:

• Assist clients with account opening and onboarding processes.
• Verify and ensure completeness of KYC documentation as per regulatory requirements.

Customer Interaction & Service:

• Handle client queries via phone, email, and in-person interactions.
• Provide prompt, professional, and solution-oriented support.

Transaction Processing:

• Coordinate buying and selling of equities, derivatives, and other financial instruments.
• Ensure accurate and timely execution of transactions.

Account Management:

• Maintain and update client records and account information.
• Monitor account activities and ensure data accuracy.

Operational Support & Coordination:

• Liaise with back-office teams for fund transfers, settlement queries, and trade confirmations.
• Resolve operational issues efficiently to ensure client satisfaction.

Compliance & Risk Management:

• Adhere to regulatory guidelines and internal control policies.
• Minimize operational risks through proper documentation and process compliance.

Market Communication & Reporting:

• Update clients on market trends, alerts, and regulatory changes.
• Prepare daily, weekly, and monthly reports on client activity and transaction volumes.