Customer Relationship Officer

NJ Group
Department Icon Stock Market Trading Asset & Wealth Management
Posted: 1 week ago
0-2 years
Himatnagar
Stock Market Trading Asset & Wealth Management
work from office
Full Time
Closes 3 Jan 2027
Posted: 1 week ago
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Job Description

  • MF / EXCHANGE / FD / BONDS TRANSACTION PROCESSING- ACCEPTANCE, AUDIT, ENTRY, SCANNING AND REJECTION MARKING.
  • TRANSACTION ENTRY IN SYSTEM, DAILY UPLOADING, SCANNING OF APPLICATION, ETC.
  • ACKNOWLEDGMENT COLLECTION AND SCANNING (MF & FD)
  • ASSISTING TRANSACTION DEPARTMENT IN UPDATING PENDING TARs.
  • NJ ACCOUNT REGISTRATION (TADA & PMS). FOLLOW-UP FOR PENDING REGISTRATION.
  • COURIER MANAGEMENT, MAINTAINING BRANCH EXPENSES, MAINTAINING PETTY CASH & DAILY UPLOADING.
  • ASSISTING NJCC IN QUERY SOLVING. LOCAL REJECTION MARKING, ASSISTING NJ CC IN QUERY SOLVING.

Skills

Back OfficeMutual Fund OperationsInsuranceBack Office OperationsOfficeMIS PreparationOperationsRelationshipPmsFd

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About Company

NJ Group is a leading financial services group in India, headquartered in Surat. With a pan-India presence across 130+ locations, we provide a wide array of financial products and services to individuals and institutions. Our offerings include Mutual Fund Distribution, Insurance Broking, PMS, Real Estate, and more. We are committed to empowering our clients with the knowledge and tools they need to make informed financial decisions.

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