About the Role
The role is accountable for the day to day execution of creation, purchase, receipting, withdrawal, and reconciliation of clients' accounts on a daily basis. The role will deliver operational effectiveness ensuring TAT on client account creation. The role sits in CIC Asset Management.
Key Responsibilities
Timely and accurate execution of account opening requests.
Verification of know your customer supporting documents.
Converting and generating of account opening from web registration portal
Manage and respond to emails from new business and static folder
Receive and manage calls from customers.
Review documents on death claims and lien request.
Generate reports on daily account creations.
Receive and ensure banking of cheques
Carrying out due diligence on the documents received to change static information on bio data.
Receive and serve customers
Review KYC on new applications and death claims and advise clients accordingly
Forward all sales leads queries are acted on appropriated and forwarded to sales Team leaders
Manage queries emanating from campaigns
Maintain the SLA and TATs for customer service
Who We're Looking For
Qualifications
Bachelors Degree in Business Related Studies
Minimum of 1-year relevant experience.