Job Detail

Qualification

any degree

Job description

• Addressing clients queries at the front office and guiding them to respective needs. • Handling and back office procedures • Helping clients with modifications, updations and service requests • Helping clients with demat of physical shares. • Explaining the various services available at ARA prospective clients on the various investment options available • Follow up on issues for DEMAT clients with Motilal back office team • Assist clients on the various mobile and web features and services available • Periodical calling and monitoring of the needs of mapped clients and making efforts to enroll them to our various services. • Organising the front office related papers, files and registers

Desired Profile

• Handling account opening for clients in a seamless manner • Profiling clients for their risk appetite • Maintaining register of new clients, getting to know their needs and mapping them to the appropriate staff • Making sure new clients enrolled in the month are comfortable with the platform and have started using the services • Enrolling new clients each week into relevant whatsapp groups • Maintaining proper databases of client accounts and their data • Saving client documents in relevant folders/digi lockers • Addressing clients queries at the front office and guiding them to respective needs. • Handling and back office procedures • Helping clients with modifications, updations and service requests • Helping clients with demat of physical shares. • Explaining the various services available at ARA prospective clients on the various investment options available • Follow up on issues for DEMAT clients with Motilal back office team • Assist clients on the various mobile and web features and services available • Periodical calling and monitoring of the needs of mapped clients and making efforts to enroll them to our various services. • Organising the front office related papers, files and registers

Key Skills