Investor Services
Address queries from investors regarding account statements, transactions, dividends, and other investment-related matters.
Ensure timely communication and resolution of investor complaints.
Maintain records of investor interactions and follow up for pending issues.
Secretarial & Compliance Duties
Assist in preparation and filing of statutory documents, board resolutions, and other regulatory filings.
Ensure compliance with SEBI, Companies Act, RBI, or relevant regulatory guidelines.
Support in conducting Annual General Meetings (AGMs) or Investor Meetings.
Reporting & Coordination
Prepare investor reports, disclosures, and periodic updates for senior management.
Liaise with internal departments such as finance, operations, and legal to coordinate investor-related activities.
Maintain corporate records, registers, and secretarial documentation.
Process Improvement
Suggest and implement improvements in investor servicing processes.
Monitor service levels and ensure timely response to investor requests.
Transport / Travel Allowance: Reimbursement for office or client-related travel.
Meal or Cafeteria Allowance: Provided in some organizations.
Employee Recognition Programs: Awards for exemplary performance or project delivery.
Corporate Discounts / Perks: Access to company partnerships, offers, or programs.