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Thane, Maharashtra, India
... −KYC collected with signature verifying id proof. −Submitting customer documents in office. −Forwarding lead to seniors. Collection Profile: - −After teleselling shifted to collection profile due to internal department requirement. −Following up ...
- 2021 Apr 01
Thane, Maharashtra, India
... 6Tele-verification of customer & Agents 7To check the underwriting document as per required KYC norms for all products. 8Handling FD-DEPT. Also, like solving investors query all products, making Life Insurance, General Insurance & mutual fund TR ...
- 2021 Feb 02
Thane, Maharashtra, India
... • Verification of the documentations and KYC. • Co-ordination with IT, Branch Operation, Legal & Compliance team and Sales team. • Ensure the Closure of the same within the specified TAT. • Interacting with the Record Management for retrievals of ...
- 2021 Feb 02
Virar, Maharashtra, India
... • SMS alert, Net- Banking • KYC updatation. 2. IL & FS SECURITIES PVT LTD (TALIESMAN PLACEMENT SERVICES) – Custody Department as ASSISTANT (2ND MAY 2016 –22ND DEC 2016) Work Description • Knowledge of documents required For Bank CASA forms (HDFC ...
- 2020 Dec 01
Thane, Maharashtra, India
... Check kyc status on CVL KRA. Place the order for SIPs,lumpsum. Inform to client regarding Bonds, NCDs, Sovereign gold bond and place order. Advise client related Funds. Need to do process for NCDS. Generate NACH form and upload. Create MIS Reports ...
- 2020 Sep 28
Andheri, Maharashtra, India
... as a Equity Adviser E kyc Punch order on behalf of client Advice to trade in particular script and f&o segment as-per company research report. Coordinate with client Solving the query of client Signum I technology [ oct,2015 to april,2016] Managing ...
- 2019 Jul 07
Mumbai, MH, 400042, India
... Executive in Compliance Job Responsibility : 1) Prepare ESIC Challan, TIC 2) PF Challan 3) Follow & Update for KYC details 4) Maintain UAN No records 5) Issues PF Withdrawals 6) PT Return 7) Prepare Salary 8) Prepare Bonus Reg. & Leave Reg. Motta ...
- 2017 Nov 29
Virar, MH, India
... Preparing KYC details of staff for provident fund as well as their tax documents. Maintaining stock register for lab, opd and various department. Maintaining cash voucher for expenses. Maintaining record of inward and outward mailing system. ...
- 2017 May 03
Thane, MH, 400601, India
... Also did KYC calling, hold or reject the application for demat account opening. Handling e-mails received from customer for their trades done by them or through their franchisee. Also used to segregate these mails in categories like Query, Request ...
- 2016 Sep 16
Thane, MH, 400670, India
... Prepared KYC documents to support Presales management team 16. Different types of reporting requirements 17. Web/portal based application requirements 18. Excellent Communication & Documentation skill Responsibilities & KRAs while at Max New York ...
- 2013 Aug 15