Coordinate with Banks, Brokers, BSE Star, PMS platforms, and other intermediaries for account opening and client onboarding.
Ensure accurate and complete documentation is collected and processed for new client accounts.
Manage Back Office System updates, including BOD (Beginning of Day) and EOD (End of Day) activities.
Track and follow up on account opening status to ensure timely processing as per agreed timelines.
Maintain systematic records and MIS reports related to client onboarding and operational tasks.
Perform regular reconciliations of bank accounts, securities holdings, and mutual fund units to ensure accuracy and compliance.
Liaise with internal teams for query resolution and process enhancements.
Participate in process improvement initiatives to enhance operational workflows and efficiency.
