Account Setup Coordinator

Key Responsibilities:

• Prepare account opening documents using TrackWizz system
• Track and monitor account opening processes end-to-end
• Generate MIS reports for senior management
• Client profiling across systems such as NSDL-DPM, Exchange-UCC, KRA, CKYC, Wealth Spectrum, Trade Plus, BSE Star, and NSE MF
• Ensure all KYC, FATCA, and regulatory documentation is accurate and compliant with SEBI guidelines and internal policies
• Manage and oversee the account onboarding team
• Handle and support internal/external audits

Required Systems Knowledge:

• eKYC
• Broking & NSDL Back-office
• Exchange Platforms – UCC, KRA, CKYC

Preferred (Added Advantage):

• Wealth Spectrum
• TrackWizz
• Trade Plus
• NSE MF

Key Skills:

• Strong communication and in...