Customer Relationship Management
Current-Account Opening. -Responding to all stockbroking enquiryInvestigating and following through with Stockbroking related client complaints. -Forwarding mandates to Stockbroking Operations and following up to ensure all mandates are executed.-Updating of clients details and information.-Processing of clients withdrawal by sending to stockbroking withdrawal for payment.-Profiling clients for Easy Invest and Direct Market Access.-Provide cash statement, CSCS statement and other account details to customers.-Screen all document for Inter-member transfer, signature lodgement, dematerialization of certificates and letters to CSCS before sending to Stockbroking Operations for processing.