CA, CFA, CMA, MCOM/BCOM, CS
Audit & Control
Work from Office
Any Post Graduation
- 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