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Client Relationship - D01 Cecil, Marina, People’s Park, Raffles Place, SG
KOTAK MAHINDRA (UK) LIMITED (Singapore Branch)D01 Cecil, Marina, People’s Park, Raffles Place, SG7 days ago
Job description
Roles & Responsibilities
- Initiate Paperwork for Custody clients.
- Maintain records of such on-boarded clients, and do periodic review of their KYC docs.
- Arrange for renewal documents- KYCs or any other relevant documents.
- Maintain representatives register and keep updating the same on a regular basis.
- Prepare client profile sheets for existing customers in co-ordination with the custody service and ops team.
Tell employers what skills you have
Microsoft PowerPoint
Interpersonal Skills
Investments
Relationship Management
Positive Team Player
Research Skills
Advising Clients
Time Management
Communication Skills
Customer Service
KYC
Directing
Financial Services
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Client Marina People • D01 Cecil, Marina, People’s Park, Raffles Place, SG
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