Front Office Executive

Requirements

• Handling account opening for clients in a seamless manner.
  
• Profiling clients for their risk appetite.
  
• Maintaining a register of new clients getting to know their needs and mapping them to the appropriate staff.
  
• Making sure new clients enrolled in the month are comfortable with the platform and have started using the services.
  
• Enrolling new clients each week into relevant whatsapp groups
  
• Maintaining proper databases of client accounts and their data.
  
• Saving client documents in relevant folders/digi lockers.
  
• Addressing clients queries at the front office and guiding them to respective needs.
  
• Handling and back office procedures.
  
• Helping clients with modifications updations and service requests.
  
• Helping clients with demat of physical shares.
  
• Explaining the various services available at company prospective clients on the various investment options available.
  
• Follow up on issues for DEMAT clients with Motilal back office team.
  
• Assist clients on the various mobile and web features and services available.
  
• Periodical calling and monitoring of the needs of mapped clients and making efforts to enroll them to our various services.
  
• Organizing the front office related papers files and registers.
  
• Were hiring freshers with basic computer and Excel skills.