Kotaksecurities·16 months ago
16 months ago
Branch Ops - Team Member - West
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What you'll do
- Responsible for pay-in & pay-out shortage and to follow up with branches / franchisees & rectification for securities which are wrongly transferred
- Responsible for updating the shortage details in the system & check intra settlement status
- Responsible for ensuring clients receive delivery instruction slip book & follow up with branches/ franchisees
- Responsible for handling off market shares received & ensure it is intimated to the branches/ franchisees for DP proof & follow up for the same with risk team
- Responsible for timely resolution of queries of branches/ franchisees/ clients on mails, ECRM, telephone calls
- To follow up for any pending issues relating to fax, scan, DP problem etc. & coordinating the same with franchisees
- Responsible for training & educating newly inducted franchisees and their staff regarding the working of the organization & use of systems
- Should coordinate with DP department for normal market transfers or rejections or any other client related details
- Should ensure DP account mapping after provision of all adequate documents & details
- To coordinate with settlements team for effecting corporate action to eligible clients
- Responsible for escalation of high value shortages & salvage auction through internal position
- To keep a track on transaction of physical shares
What they're looking for
- Experience in handling pay-in and pay-out shortage processes
- Knowledge of securities transfer and rectification procedures
- Familiarity with Depository Participant (DP) operations and account mapping
- Ability to manage client queries via email, ECRM, and telephone
- Experience in coordinating with internal teams and franchisees
- Proficiency in system updates and settlement status tracking
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
- Responsible for pay-in & pay-out shortage and to follow up with branches / franchisees & rectification for securities which are wrongly transferred
- Responsible for updating the shortage details in the system & check intra settlement status
- Responsible for ensuring clients receive delivery instruction slip book & follow up with branches/ franchisees
- Responsible for handling off market shares received & ensure it is intimated to the branches/ franchisees for DP proof & follow up for the same with risk team
- Responsible for timely resolution of queries of branches/ franchisees/ clients on mails, ECRM, telephone calls
- To follow up for any pending issues relating to fax, scan, DP problem etc. & coordinating the same with franchisees
- Responsible for training & educating newly inducted franchisees and their staff regarding the working of the organization & use of systems
- Should coordinate with DP department for normal market transfers or rejections or any other client related details
- Should ensure DP account mapping after provision of all adequate documents & details
- To coordinate with settlements team for effecting corporate action to eligible clients
- Responsible for escalation of high value shortages & salvage auction through internal position
- To keep a track on transaction of physical shares
Company
Kotaksecurities
India
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