- INVESTMENT APPLICATION AUDIT- ENTRIES INTO INTERNAL SYSTEM- SCANNING OF FORMS & DOCUMENTS - FORWARDING TO THE INVESTMENT COMPANIES FOR FINAL PROCESSING
- ASSISTING HEAD OFFICE & INTERNAL DEPARTMENTS IN UPDATING PENDING TRANSACTIONS- UPDATING STATUS OF TRANSACTIONS
- AUDITING TRADING AND DEMAT ACCOUNT OPENING FORMS- MAKING ENTRIES INTO INTERNAL SYSTEMS AND FORWARDING TO HO FOR ACCOUNT ACTIVATION
- PAN APPLICATION AUDIT- ENTRIES INTO INTERNAL SYSTEM- SCANNING OF FORMS & DOCUMENTS AND FORWARDING TO THE PROCESSING COMPANY FOR FINAL PROCESSING
- AUDITING CUSTOMER ENROLLMENT FORMS- MAKING ENTRIES INTO INTERNAL SYSTEMS AND FORWARDING TO HEAD OFFICE FOR ENROLLMENT
INWARD & OUTWARD COURIER MANAGEMENT
PETTY CASH MANAGEMENT
ASSISTING & HANDLING WALKIN CUSTOMERS (PARTNERS)
Seconday role
FILING OF DOCUMENTS AS PER THE DEFINED PROCESS, CO-ORDINATION WITH HO.
ADMIN / HR / IT SUPPORT, OFFICE ADMINISTRATION, SALES SUPPORT
