JD for Back end cum Relationship Management
* To manage end to end process, starting from login the file - resolving pendencies - sanction of application - Disbursal.
* We primarily worked with Govt financial institutions like Banks, various other organizations - Meeting bank officers wen required
* Need to assist me,on client meetings, get documemtation completed & login of application.
* Maintaining complete MIS for all applications & managing, leads for telecalling team.
* We are Mutual Fund brokers as well, wherein person needs to maintain complete coordination with AMC's and respective RM's
* Opening of DEMAT ac, ensuring SIP enforcement, generating portfolio reports, sharing with clients.
* Mainiting complete SIP trackker
* CTC - INR 2.5 lacs - 3 lacs + Incentives ( basis experience )
* Well versed with excel, email drafting, Ms office, good communication skills.
Pay: ₹15,000.00 - ₹25,000.00 per month
Work Location: In person
