1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
9.00 LPA TO 9.00 LPA
Job Description for Client Services Officer - Chennai
Key Responsibilities:
Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors.
Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch
Coordinate with RTA branches which are part of the corresponding Zone and with ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 7.00 LPA
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 ...
1 Opening(s)
3.0 Year(s) To 6.0 Year(s)
8.00 LPA TO 8.00 LPA
POSITION: Manager/Deputy Manager – Distributor Operations
Reports to (Position): VP – Operations
Position Purpose: To support the Brokerage/Distributor operations services activity of the India Mutual Fund business.
Principal Accountabilities: Executing the Distributor operations activities for the Mutual Fund Knowledge of SEBI/AMFI regulations/guidelines
Ensure proper implementation of the brokerage structure in line with the regulations
Ensure brokerage structures are provided to ...
1 Opening(s)
2.0 Year(s) To 3.0 Year(s)
6.00 LPA TO 6.00 LPA
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 ...
1 Opening(s)
3.0 Year(s) To 5.0 Year(s)
8.00 LPA TO 8.00 LPA
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 ...