Client Relationship

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