KYC Executive

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