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Tata Capital Financial Services Limited

Tata Capital Limited is a subsidiary of Tata Sons Limited. The Company is registered with the Reserve Bank of India as a Systemically Important Non Deposit Accepting Core Investment Company and offers through itself and its subsidiaries fund and fee-based financial services to its customers. Tata Capital Financial Services Limited ("TCFSL") is a subsidiary of Tata Capital Limited. The Company is registered with the Reserve Bank of India as a Systemically Important Non Deposit Accepting... Read More

Address      Dr. V.B. Gandhi Marg, Fort, Mumbai 400 001, India.
Website      www.tatacapital.com
Holding      No Holding Details

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Branch Operations - Officer

sponsible for independently handling equity operational activities for the branch Ensuring zero error in all operational activities Ensuring that all receivables are collected in time and the branch equity receivables are well within trigger limits Ensuring complete KYC and SEBI guidelines are adhered in all equity trading activities Resolving customer queries within defined TAT levels Timely MIS reporting to all concerned & providing timely support to the sales team Revenue generation through Leads/inactive base Checking RMS Reports (FO & CASH) Calling clients for cheques Giving feedback on cheque collection to RMs / BMs Mailing the pay-in & pay-out of Funds/Securities requirements to the HO Operations Depositing cheques received from clients to Bank and send the details to HO Updating on cheques received in Precision / Matrix & request to update trading limits to HO Contract note printing (if required) Downloading RMS reports for Branch clients, Franchisee & Remisier clients Provide technical expertise to clients and Relationship Managers / Field Sales Staff of other lines of business within Tata Capital Coordination of training and education to personnel, clients and Sales Staff Coordination of IAP and client meets Any other special projects as designated by immediate supervisor or management Understanding the local nuances and providing feedback to the central team on products and policies which would increase market penetration Generating MIS and reports as specified Identify any fraudulent / incorrect documents being produced in new files sourced Ensure complete KYC norms are met for all new customers acquired Supporting the development of CRM software by providing local inputs Handling dealing terminal in absence of branch dealers Desired Profile Should be meticulous and detailed in approach Self-motivated and customer orientated Practical knowledge of equity , mutual funds and investment products Computer literate in MS Office Proficient in both spoken and written English Self driven and problem solving abilities Excellent customer service/ support skills, ability to work well under pressure & a professional demeanor Any Graduate / Post Graduate BCCD/NCFM Certification At least 3-4 years experience as branch Back Operations cum Dealer in a stock broking firm Knowledge about equity dealing and trading Knowledge about statutory compliance & local market procedures Knowledge of local customer preferences, geographic nuances and market peculiarities in the local territory Knowledge about documentation and KYC procedures as required by SEBI Experience 3 - 4 Years Industry Type Banking / Financial Services / Broking Role Operations Officer

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