Essential Duties and Responsibilities:
Handle service requests, record management of such requests, and ensuring TAT set by
regulators and stakeholders.
Effective use of CRM to maintain regular communication with branch clients through various
channels such as telephone calls and meetings.
Engage in prospecting activities for new clients through methods including cold-calling,
scheduling appointments, and seeking referrals.
Assist clients in account opening procedures and complete investment application forms as well
as overseeing routine administrative tasks.
Offer financial advice to clients regarding various investment options based on the
recommendations given by the fundamental & technical research team only.
Keep clients informed about the latest Mutual Fund Schemes, New Fund Offers (NFOs), Initial
Public Offerings (IPOs), and market trends.
Act as a supportive liaison between Financial Consultants (FC), Dealers, and Branch Manager to
facilitate smooth business acquisition processes.
Read circulars issued by various departments and update customers.
Ensure satisfactory customer service, follow-up, and client retention.
Manage incoming telephone calls and addressing inquiries promptly.
Provide comprehensive information about the company, its products, and services to visitors.
Record business transactions in the branch's back-office system.
Manage accounts including processing payments, collections of (AMC) fees, handling debtors,
branch expenses, and conducting reconciliations
Job Types: Full-time, Permanent
Pay: ₹23,000.00 - ₹38,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Leave encashment
- Paid sick time
- Provident Fund
Education:
Experience:
Location:
- Kothamangalam , Kochi, Kerala (Required)
Willingness to travel:
Work Location: In person
