Deputy Manager- Customer Service (Mutual Fund), Mumbai

Job Description:

New Position- Deputy Manager - Customer Service, Mumbai

Budget- Up to 7 LPA

The customer service team is responsible for client onboarding, transaction processing and liasion with the RTA for post sales service related queries.

Role

The CSO will manage the front office and responsible for accepting and processing of transactions and client onboarding + sales support.

Responsible For:

Manage all the regulatory activities such as STR, CTR, QTR and other reporting to SEBI / AMFI / Compliance.

Generate MIS reports for the team and prepare dashboards for senior management and Board presentations.

Understand the complete branch operation functions such as receiving/ verifying applications and time stamping. Be the RTA liaison for the Ops teams and coordinate centrally for escalations from branches.

Generating MIS reports for the zone and sharing with sales head as per request. Support the sales team w.r.t. new product information, regulatory changes etc. Liaison between Sales and RTA for quick resolution of queries and grievances

Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity

Experience

Graduate with minimum 3 years’ experience in branch operations for a Mutual Fund / AMC

Should have worked in a AMC branch with retail and institutional presence

Expert knowledge of MS-Office applications especially MS-Excel and MS-PowerPoint

Thorough knowledge of regulatory procedures, documentation, and frameworks (KYC, AML etc.)

NISM VA certified

General Role Profile

• Manages Business Services employees
• Sets priorities for the Team to ensure task completion
• Coordinates work activities with other Team Leaders

Knowledge

• Requires understanding and application of fundamental business concepts and procedures and practices in own job family

Business Acumen

• Applies understanding of how own Team is impacted by upstream work of other Teams

Problem Solving

• Uses judgment to identify and resolve day-to-day problems where problems are typically well-defined and of limited scope and complexity

Impact

• Impacts the level of service and own Team’s ability to meet quality, volume, and timeliness objectives within own Area

Leadership

• Has formal supervisory responsibilities
• Sets priorities and coaches staff to meet deadlines

Influence and Partnership

• Uses tact and diplomacy to exchange information and address sensitive issues
• May be required to interact with outside customers, vendors, or suppliers