Complete understanding of the account opening process for physical as well as online applications.
2. Well versed with KYC guidelines of CDSL/ NSDL, SEBI and Demat account opening.
3. Attending & resolving all the queries relating to account opening, modification, closure within TAT.
4. Maintaining, Review and Publishing daily MIS to Business Heads & others to highlight Rejections, Pending and Repeated issues.
5. Responsible for processing of KRA, CVL KRA, C-KYC and uploading of the relevant reporting.
6. Daily Reconciliations of Account Opening, Modification & Closure (Trading & DP).
7. Reconciliation of Franking/ e-stamping & storage.
8. Taking care of End-to-end process of client’s journey from Account opening till Closure.
9. Ensuring the compliance requirements from a KYC perspective & Handling of Audit Query from Internal Auditor, exchange and regulator.
10. Well versed with the DP, Exchange platforms & Backoffice applications.

A PhonePe Telecalling Agent typically has the following responsibilities:

1. Outbound calling: You will be making outbound calls to potential or existing customers to promote PhonePe’s products and services.

2. Lead generation: You will be responsible for generating leads by identifying potential customers and scheduling appointments for sales representatives.

3. Customer engagement: You will be engaging with customers to understand their needs and to promote PhonePe’s products and services.

4. Data management: You will be maintaining accurate records of customer interactions and updating the customer database.

5. Meeting sales targets: You will be working towards meeting sales targets by making a certain number of calls per day and closing sales.

6. Problem resolution: You may also be required to assist customers with resolving any issues they may have with PhonePe’s products and services.

7. Training: You may be required to participate in training programs to improve your sales and customer service skills.