will be responsible for managing relationships with clients to enhance their overall customer experience journey. The primary responsibility will be to provide comprehensive service to clients, support internal departments, and bridge communication between clients and the organization, thereby enhancing overall efficiency.
Essential Duties and Responsibilities:
Handle service requests, record management of such requests, and ensuring TAT set by regulators and internal stakeholders.
Ensure proper documentation and verification of KYC.
Mandatory use of CRM to maintain regular communication with branch clients and record business transactions.
Assist clients in account opening procedures and complete investment application forms as well as overseeing routine administrative tasks.
Communicate circulars from exchanges and depositories with clients promptly.
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.
Manage accounts including processing payments, collections of (AMC) fees, handling debtors, branch expenses, and conducting reconciliations.
Maintain all necessary documents and mandatory registers in compliance with relevant regulatory & statutory authorities.
Manage records related to rent, utilities, taxes, and other financial obligations.
Coordinate with departments at the Head Office (HO) and Regional Office (RO).
Pay: ₹23,500.00 - ₹35,000.00 per month
Benefits:
- Cell phone reimbursement
- Health insurance
- Leave encashment
- Provident Fund
Work Location: In person
