Coordinate to IFA for registration Process. coordinate with team member for check and ecs.Making Invoices fresh order and renewal Coordinating with Distributor for implementation Phases.Requesting and uploading Data from Cams, Karvy, Franklin, Sundram and NJ etc.AUM Reconcile.Coordination & follow ups with IFA to all types of Training and back office support by Remote and client site.Making MIS.

Dealing with daily visitor clients for regular updating like KYC modification, FATCA Updating, NPS & financial Statement etc., Processing the documentation procedure for new registration of Business Associates and Franchises.Coordinating with Distributor & Investors Provide the information about NPS

Execute Delivery instruction slip(DIS)Handling All Corporate Associate Queries. Up dation on NSDL & CDSL, Intercompany AuditTraining to employee sanding DRF to Registrar Coordinating with other operational process Preparing monthly performance sheet for all franchisesHandling and resolving the queries of Existing Branch Clients / Franchises Co-ordination with of various departments Verification of documents, Franchises. Dealing with daily visitor clients for regular updating like KYC modification, & financial Statement etc

Roles and ResponsibilitiesDealing in Portfolios (Shares, Debentures, FD, and Mutual Fund).Update rates of FD, Mutual Fund Brokerage in RR Back Office Software.Data Feeding of IPO/NCD’s on the NSE Site.Handling All IPO/NCD’s Queries like allotment not received, etc.Handling All Corporate Associate Queries like payment not received, differences, etc.Branches Co-ordination (Forms, Marketing material, Targets etc.)Internship Project Report