Building & manage the operation processes of PMS business to ensure best in class service to the customers, which are in compliance with the regulations & adherence to the internal policies and best recommending practices
KRA (Accountabilities) (Max 1325 Characters)
Supporting Actions (Max 1325 Characters)
KRA1
Application Management
1. Ensuring Error free filling of PMS application form, Demat Form, Notarising etc
2. Ensuring service delivery to customers, distributors and all stake holders
KRA2
Process Management
1. Ensuring account Opening within agreed TAT in coordination with various stake holders
2. Redemption & brokerage Process completed within the agreed TAT
KRA3
Co ordination with Branches
1. Any application received in any of the branch has to be verified, validated and cleared in order to ensure that its complete in all respects
2. Inform the concerned RM and ZM ( sales and Operations) on gaps in application form including demat on T + 1 basis in order to ensure that timely account opening of PMS has been done
KRA4
Enhancing customer satisfaction
3. Ensuring the customer compliant resolution within TATs
4. Ensuring error free periodic reports and web site to clients
KRA5
Management Information System
1. Accurate and timely delivery of MIS reports to internal stake holders
2. Coordination with the vendors for required inputs
KRA6
Process Improvements and automation
1. Identify the Gaps in the existing process and implement the best recommended process in the industry
2. Automation of Key processes & MIS reports
