Optifin Advisors Private Limited

Customer Relations Executive

Optifin Advisors Private Limited
Ghatkopar West, Mumbai Metropolitan Region
₹12,000 - ₹16,000 monthly

Fixed

₹12,000 - ₹16,000

Earning Potential

₹16,000

Work from OfficeWork from Office
Full TimeFull Time
Any experienceAny experience
Good (Intermediate / Advanced) EnglishGood (Intermediate / Advanced) English

Job highlights

1 applicants

1 applicants

Benefits include: Mobile Allowance, Laptop

Benefits include: Mobile Allowance, Laptop

Job Description

Job Description: Female KYC Customer Relationship Executive


Process: Demat Account Opening

  • Assist customers with Demat and Trading Account opening
  • Coordinate with clients to collect and verify KYC documents
  • Guide customers through the account opening process step-by-step
  • Ensure accuracy and compliance during documentation and verification
  • Maintain regular follow-ups to ensure timely account activation
  • Provide a smooth and professional onboarding experience to customers
  • Experience in handling KYC and demat/trading account processes.
  • Conduct end-to-end KYC processes in accordance with SEBI and AML guidelines.
  • Open and manage PMS and demat accounts.
  • Open and manage NRI PMS, demat, bank and trading accounts.
  • Ensure accurate documentation and maintain updated records for all accounts.
  • Provide clients with guidance on account setup, trading platforms, and investment options.
  • Collaborate with internal teams to streamline account opening and compliance processes.

Job Type: Full-time

Job role

Work location
Work locationOffice No. 805, 8th Floor, Rajhans Helix 3 LBS Marg, Near Shreyas Signal, Ghatkopar West, Mumbai – 400086 Ghatkopar West, Mumbai Metropolitan Region
Department
DepartmentBanking / Insurance / Financial Services
Role / Category
Role / CategoryInvestment Banking, Private Equity & VC
Employment type
Employment typeFull Time
Shift
ShiftDay Shift

Job requirements

Experience
ExperienceAny experience
Education
EducationGraduate
Skills
SkillsCustomer service, Client relationship management, Customer relationship management, Background verification, Document verification, KYC verification, Mutual funds, Financial planning, Customer inquiries, Demat Account Sales, Customer Verification, Mutual Fund Sales, KYC Processes, KYC Compliance, Customer KYC Verification
English level
English levelGood (Intermediate / Advanced) English
Age limit
Age limit18 - 35 years
Gender
GenderAny gender

About company

Name
NameOptifin Advisors Private Limited
Address
AddressOffice No. 805, 8th Floor, Rajhans Helix 3 LBS Marg, Near Shreyas Signal, Ghatkopar West, Mumbai – 400086 Ghatkopar West, Mumbai Metropolitan Region
Job posted by Optifin Advisors Private Limited

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You can expect a minimum salary of 12,000 INR and can go up to 16,000 INR. The salary offered will depend on your skills, experience and performance in the interview.

The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Mumbai to get hired quickly.

The candidate should have Good (Intermediate / Advanced) English skills and sound communication skills for this job.

Both Male and Female candidates can apply for this job.

No, it's not a work from home job and can't be done online. You can explore and apply for other work from home jobs in Mumbai at apna.

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