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Job Overview

Category

CA, CFA, CMA, MCOM/BCOM, CS

Job Role

Audit Executive

Gender preferred

No Preferences

Functional Area

Audit & Control

Work preferred

Work from Office

Qualification

Graduation

Any Graduation

Post Graduation

Any Post Graduation

Description




  • Handling and managing client service request.

  • Taking care of portfolio hygiene including timely updating of stock insurance, client statement request, stock audit etc

  • Monitoring PDD MIS and taking care of timely closure of PDD’s.

  • Day to day other service related activities i.e. URC updating, WCDL disbursement tracking, WCDL maturity tracking and following up with respective RM’s for same.

  • Overdue renewal tracking and following up with RM to get it update timely.

  • HO monitoring activities etc









Skills

MIS

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