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Franchisee - Mid office- Sales - North

Kotak Securities · Remote

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Collected role description

Role overview

Franchisee - Mid office- Sales - North at Kotak Securities

Employment details

  • Location: India

Additional role details

  • Job Role
  • Account opening documentation and processing (normal /NRI /funding / re kyc etc.. )
  • AP form documentation and processing
  • Maintaining records of AP agreements
  • Digital documentation collection and processing
  • Co-ordination with 3i team
  • Training of documentation (account opening and AP)
  • Coordination with operations, Rm’s and franchisee related to documentation
  • To ensure Tat’s, End to end follow-up till code generation