Support to the branch activities on client servicing and operational front.
Reporting to: Head- Customer Service
Sales Co-ordination:
- Dispatching the Marketing material to Banks, IFA's, National Distributors
- Co-coordinating with Sales Team with regards to Investment transactions
- Follow-up with IFA's for pending Document brokerage queries undelivered cheques
- Maintaining sales MIS, day to day transaction report
- Maintaining inventories marketing and stationery stock
Empanelment related:
- Maintaining the MIS of Empanelment cases
- Calling up IFA's for fresh Empanelment
- Briefing the distributor on new products
- Responsibility at fort branch (Only specific to fort CSE's)"
- Co-coordinating with branches and Karvy for empanelment
- Printing and dispatching of letter to distributor
- Maintaining complete MIS of the distributor empaneled
- Renewal Calling:
Calling Investor's for renewal of DSIP, Daily SIP, Monthly SIP
Calling distributor for Self-Declaration to avoid delay in distributor brokerage
- Client assistance and single point of branch contact for client queries, walk-ins and customer / sales support on a daily basis.
- Client Engagement- Scrutiny of Applications-Checking signature/payment instrument/application form/PAN Bank KYC
- Maintaining the MIS of Investments reported on a daily basis for the branch and from MSFs associated
- Liquid and other debt funds HV reporting for the branch and from MSFs, if any.
- Processing and reporting of transactions as per defined processes
- Strictly following the SEBI/AMFI regulations in handling the transactions, reporting and processing.
- NFO Processing- Data entry on excel, reporting the same to HO, Co-coordinating with bank, following up for NIGO cases
- Following up for pending document with brokers/investor and MSF by calling the them
- Resolving investor/distributor/MSF Complaints/queries/Requests as per TAT through CRM
- Maintaining time stamp machine register for daily usage of number and breakdown report
- Visiting Karvy for submitting application form (Most of the location where there is no office boy
- Any other Customer service/operations functions that the profile may require to handle
- Any other Customer service/operations functions that the profile may require to handle
Graduate with NISM (Mutual Funds) certification
Industry : Mutual fund/Banking/Financial Services
Job Locations : Mumbai, Patna
- Preferably NISM Certified.
- Excellent command over excel.
- Good communication skills- verbal as well as written communication.
- Only local candidate to apply.
- Graduate with NISM (Mutual Funds) certification
- 2-3 years of experience preferred with AMC / Mutual Fund organization.
to be discussed during interview
