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.