Deputy Manager – Customer Service (Mutual Fund Branch Ops) in Asset Management , Pune

Deputy Manager – Customer Service (Mutual Fund Branch Ops) in Asset Management , Pune

1 Nos.
52934
Full Time
2.0 Year(s) To 3.0 Year(s)
6.00 LPA TO 6.00 LPA
ITES / BPO / KPO / Customer Service / Operations
Banking/Financial Services
Any - Any Graduation
Job Description:

POSITION: Deputy Manager – Customer Service

Reports to (Position): Manager – Customer Service

Position Purpose:

Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.

Principal Accountabilities :

  • Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM.
  • Dispatch of account statements, statutory disclosures, application forms, factsheets etc. to investors / distributors
  • Provide prompt and accurate details of products / schemes to investors / distributors
  • Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints
  • Manage the admin function of the branch in terms of petty cash, vendor management, general coordination with admin function, etc.
  • Support the sales team w.r.t. new product information, regulatory changes etc.
  • Participate in IFA engagement program to activate dormant IFA’s and mobilize business
  • Manage the onboarding of investors through Video KYC platform of the AMC
  • Provide feedback and suggestions on products / processes of peers and best practice sharing
  • Demonstrate high levels of quality and compliance
  • Share ideas and suggestions on process automation and improvement of productivity
  • Liaison and coordination with AMC branches and CSO’s across India
  • Knowledge, Skills, Competencies, and Certifications

Minimum 2 years’ experience in branch operations for a Mutual Fund / AMC
Good knowledge of MS-Office applications especially MS-Excel
Familiarity with regulatory procedures, documentation and knowledge of KYC is required
NISM Series V - Mutual Funds Distributor Module certified

Certifications

NISM Series V - Mutual Funds Distributor Module certified

Competencies

Excellent Communication
Collaboration
Innovation & Continuous Improvement
Client centricity

Attributes

  • Communicates with confidence - able to listen and convey information effectively
  • Detail oriented
  • Proactive, with high levels of motivation and energy

Preferred Industry Experience

Minimum 2years of experience in branch ops of an Asset Management Company / Mutual Fund

 

Company Profile

It is an leading Global investment --- firm dedicated to delivering an investment experience that helps people get more out of life.

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  • Interested candidates are requested to apply for this job.
  • Recruiters will evaluate your candidature and will get in touch with you.

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