Deputy Manager – Customer Service (Mutual Fund Ops) in Asset Management , Kochi
1 Nos.
80608
Full Time
3.0 Year(s) To 5.0 Year(s)
8.00 LPA TO 8.00 LPA
ITES / BPO / KPO / Customer Service / Operations
Banking/Financial Services
Any - Any Graduation
Job Description:
Deputy Manager – Client Services
Key Accountabilities:
- Manage the local branch and upcountry locations in terms of operations, stakeholder management, customer service, sales escalations etc.
- Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensure timely follow-up and closure on any pending requests for self and team
- Generating MIS reports for the zone and sharing with sales head as per request
- Dispatch of account statements, statutory disclosures, factsheets etc. to investors / distributors for the respective branch
- Provide prompt and accurate details of products / schemes to investors and distributors. Ensure a good customer experience and effectively manage grievances / complaints. Attend to branch walk-in customers and queries over phone / email
- Manage the admin function of the branch in terms of vendor management, general coordination with admin function, etc. Maintaining addendum and important notices, circulars at branch level
- 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
- Participate in IFA engagement program to activate dormant IFA’s and mobilize business
- Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity
- Demonstrate high levels of quality and compliance
- Liaison and coordination with AMC branches and CSO’s across India
Educational Qualifications & 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
- Good knowledge of MS-Office applications especially MS-Excel and MS-PowerPoint
- Familiarity with regulatory procedures, documentation, and frameworks (KYC, AML etc.) will be ideal
- NISM VA certified
Personal Characteristics & Behaviors:
- Excellent communication skills with good command over English (verbal and written)
- Ability to listen and convey information effectively
- Strong attention to detail and quality
- Proactive individual with high levels of motivation and energy
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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