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