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Client Registration - Demat

Advenxa

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  • Posted:   2 days ago
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  • Job id68b59c6874cd5aa4a88bc99c
  • Experience2 - 3 years
  • Salary240,000 INR - 360,000 INR
  • Job Applicants0

Client Registration - Demat

Advenxa Kochi No of views: 0

Advenxa Pvt. Ltd. is seeking a detail-oriented and client-focused professional for the role of Client Registration – Demat at our Kochi office. The ideal candidate will have 2–3 years of experience in client relationship roles within the Banking, Financial Services, or Insurance sector, with hands-on knowledge of Demat services, KYC/KRA compliance, and capital markets.

Skills
  • Communication
  • KYC
  • Grievance Handling
  • Client Relationship Management
  • Interpersonal Skills
Requirements
  • Job Role Client Registration - Demat
  • Job Type Full Time
  • Workplace Type Onsite
  • Industry Staffing & Recruiting
Secondary locations
Not provided
About

Not provided

Responsibilities

Grievance Handling:

  • Address client complaints and grievances promptly and effectively.
  • Implement solutions to resolve issues, ensuring client satisfaction and maintaining positive relationships.
  • Handle grievances received from both branch offices and customers, ensuring timely escalation and resolution as per internal policies.

Capital Market / Stock Market Knowledge:

  • Possess a deep understanding of capital markets, stock markets, and other investment products.
  • Provide clients with relevant information and guidance on stock market options, leveraging 1–2 years of hands-on experience.
  • Stay updated on market trends, trading regulations, and evolving investment strategies.

Demat & Dematerialisation:

  • Handle dematerialisation requests from clients, ensuring accurate processing and timely record-keeping.
  • Assist clients in converting their physical share certificates into dematerialised (electronic) form.
  • Coordinate with depository participants and ensure compliance with regulatory norms.

KYC & KRA Compliance:

  • Perform end-to-end Know Your Customer (KYC) checks in accordance with regulatory guidelines.
  • Update and verify client records with the KYC Registration Agencies (KRA).
  • Monitor KYC discrepancies and follow up with clients for timely resolution and documentation.

Physical Verification of Forms:

  • Conduct thorough physical verification of client-submitted forms and documents.
  • Ensure all physical documentation is complete, accurate, and in compliance with internal standards before processing.
  • Coordinate with relevant departments for further verification and safe custody.

Other Requirements

Education:

  • Bachelor's (Required)

Experience:

  • KYC/ Compliance: 2 years (Required)

Language:

  • English (Required)

Location: Padivattom, Edapally

Graduation: Degree Mandatory

Fluent in English, with strong communication and interpersonal skills.

Experience: 2-3 years in Client Relationship roles in Banking, Financial Services, and Insurance.

Salary Range: ₹20,000 to ₹30,000 per month


Good to have

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About the Company

Advenxa serve clientele solutions for various business venture to bring insight into their business goals for finding solutions for better manpower sourcing.

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