GUIDELINES FOR FILLING APPLICATION FORM:
Candidates are required to submit the Application Form through the link available on Company’s Website
1. Handling of Trust/Will accounts (Trust/Will Creation / Modification / Updation/ Closure of trust accounts).
2. To maintain and tally the portfolio/statements of trusts which includes Entry/ authorization Fixed Deposits, Share and Securities/ LIC policies and Property etc. into the system.
3. Arrangement of meetings with clients and preparation of MOU’s and agreements etc.
4. Work related to dematerialization, clearing of Dividend, reconciliation of Trust accounts and collection of service charges as per the fee structure of the Company.
5. Process of Security Trusteeship/ Safe Custody of Documents and assisting in marketing in various products of CFSL.
6. Co-ordination with empanel advocate for legal opinion.
7. Apart from above job profile, you may be assigned other Company’s work from time to time.