Job Posting: Demat Account Opening & KYC Executive
Job Type:
Full-Time / Part-Time / Work-from-Home
Location:
Remote / work from home
Job Description:
We are looking for a dedicated Demat Account Opening & KYC Executive to assist clients in opening Demat accounts and completing their KYC processes. The ideal candidate should have excellent communication skills and a basic understanding of financial services
Key Responsibilities:
Customer Outreach: Contact potential clients via calls, emails, or messages to explain the benefits of opening a Demat account.
Account Assistance: Guide clients through the account-opening process and ensure all required documents are collected.
KYC Verification: Verify clients' Know Your Customer (KYC) documents like PAN card, Aadhaar, and bank statements as per compliance.
Follow-Up: Ensure the KYC process is completed on time and assist clients in resolving any issues.
Maintain Records: Update and maintain detailed records of applications and client interactions.
Meet Targets: Achieve weekly or monthly account-opening and KYC targets.