About Company
Sainath Investment
Dehradun
Job Info
Job Status: Open
No of Vacancies: 3
Date Posted: October 22, 2018
Expiry Date: November 21, 2018
Job Type: Full Time
Job Level: Mid level
Years of Experience: 1
Salary Info
Salary Type: Negotiable
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Candidate should have experience in the same field and should have good communication skills with knowledge of Primary & Mutual Funds and other Wealth Management Products knowledge Preference will be given to the candidates whose have cleared NISM\NCFM examinations.
We are looking forward for candidate who has got the zeal in him to grow and make the organization grow. The candidate should be smart and who can work in a Team and who can handle all sorts of issue of a customer and who treats CUSTOMER FIRST.
Job Profile
20% Responsible for attend clients visiting branches and on telephone with handling their queries
related to their dmat & trading accounts and guiding them with other products.
15% Follow up of Existing Customers for Debits & Credits & their pertaining to Dmat & Trading &
Mutual Funds(both active and inactive customers – through Customer Ownership Programme / Customer
Life Cycle Management
30% Banking Working – Pertaining to punching of cheques in the system, Dealing with Risk Management
System , Account Opening & Handling Applications of Various Products.
15% Coordinating with HO / Companies for the resolution of the complaints of the clients & Ensuring
TAT in handling emails, co-ordination with Regional & Corporate Offices and all other day-to-day
administrative activities.
10% Documentation and MIS report maintenance.
10% Business development.