S.No. | Tasks | Tasks Overview |
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1 | Shares Procurement | Share transfer from CDSL & NSDL |
2 | Selling Calls & IVR | Leads group and linkus calls |
3 | Sell Recommendations | Search option in CRM for buying back shares from existing clients |
4 | Price Update on Website | Update the inventory sheet and margins on website |
5 | Buy Request Approval | Buy request day to day clearance |
6 | Selling BIDs, Refund | Putting shares on BID on website |
7 | Bought/Sold Book Entry | Entries of the shares bought and sold to be done daily |
8 | KYC (Investor, CP) | Onboarding investors and CPs and completing their KYC |
9 | CP Training | Explaining CP dashboard, CRM, Terminal, Commission Structure, Client Mapping |
10 | Demat Opening | Opening demat account for clients |
11 | New Stock Addition | Adding new stock, mapping and price addition |
12 | ESOPs Liquidation | Buying back esops through BID process |
13 | Last Bookings Campaign | Last booking timline for stock available on website |
14 | KYC - Investors on AIF | Completing the onboarding and KYC of AIF applications |
15 | Sell Side - Transition | Documents and KYC of companies and MBs onboarded on Planify |
16 | Rolling Window | Logic |
