Job Description

Executive – Account Opening

Department: Operations - Account Opening
Experience: 1-3 Years
Industry: Stock Broking / Capital Markets
Reporting To: Manager - Account Opening

Key Responsibilities

  • Process Trading & Demat account opening requests.
  • Verify KYC, CKYC, FATCA, and client documentation.
  • Ensure compliance with SEBI, NSE, BSE, CDSL, and NSDL guidelines.
  • Coordinate with clients and sales teams for document completion.
  • Resolve account opening discrepancies within defined TAT.
  • Maintain onboarding records and support audit requirements.
  • Prepare daily MIS and account opening reports.

Required Skills

  • Knowledge of KYC & Account Opening processes.
  • Understanding of Capital Market regulations.
  • Good documentation and verification skills.
  • Proficiency in MS Excel and operational systems.
  • Strong communication and attention to detail.

Qualification

  • Graduate in Commerce, Finance, Business Administration, or related field.
  • Experience in Stock Broking, Wealth Management, or Financial Services preferred.



Job Details

Role Level: Entry-Level Work Type: Full-Time
Country: India City: Surat ,Gujarat
Company Website: jainam.in Job Function: Others
Company Industry/
Sector:
Finance And Accounting Administrative

What We Offer


About the Company

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