
Detail-oriented professional with strong KYC verification and data management skills, adept at ensuring data confidentiality and customer satisfaction.
Description:
KFin Technologies Limited is the largest RTA and a market leader in the financial sector, We specialize in Mutual Funds, Corporate Registry, NPS, and many more. Company is a platform that connects customers with service professionals for various financial services like Finance, Equities, Mutual Funds, and more.
operational roles:
⮚ Processing liquid redemptions.
⮚ KYC Verifications.
⮚ Backend Banking operations.
⮚ Flexibility and adaptability approach as per the business requirements.
⮚ Engaging with internal and external parties on a regular basis in order to obtain required data/ documentation and its verification.
⮚ Deal with a wide range of corporate customer accounts in various legal forms/entity types like partnerships, trusts, corporations, entities and individuals.
⮚ An ability to achieve quality for the process.
⮚ Resolving issues from various customers & sending it to the concerned department.
⮚ Validating the documents and the application forms provided by the customers.
⮚ I have mostly done with recon or reconciliation process.
⮚ We maintain Monthly/ weekly reports and try to rectify customer related queries and issues.
⮚ It’s my responsibility to secure data confidentiality to avoid data breech.
Microsoft tools
PPT presentations
Backend knowledge: basic knowledge of Spring Boot
Frontend Knowledge : Basic Knowledge on Angular FrameWork