Customer Service Operations, Bangalore

☞ Talent Leads HR Solutions

View: 103

Update day: 06-05-2024

Location: Bengaluru / Bangalore Karnataka

Category: Administrative / Clerical / Assistant Other Consulting / Customer Service Energy

Industry:

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Job content

Job Description

    Roles and Responsibilities

    Key Accountabilities:

    Perform branch operation functions such as receiving/ verifying applications and time stamping.
    Ensure timely follow-up and closure on any pending requests
    Generating MIS reports within the prescribed timelines for activities done
    Dispatch of account statements, statutory disclosures, factsheets etc. to investors / distributors
    Provide prompt and accurate details of products / schemes to investors / distributors
    Ensure a good customer experience and effectively manage grievances / complaints
    Attend to branch walk-in customers and to investors / distributors over phone / email
    Manage the admin function of the branch in terms of vendor management, general coordination
    with admin function, etc.
    Support the sales team w.r.t. new product information, regulatory changes etc.
    Participate in IFA engagement program to activate dormant IFA’s and mobilize business
    Manage the onboarding of investors through Video KYC platform of the AMC
    Provide feedback and suggestions on products / processes of peers and best practice sharing
    Demonstrate high levels of quality and compliance
    Share ideas and suggestions on process automation and improvement of productivity
    Liaison and coordination with AMC branches and CSO’s across India

    Educational Qualifications & Experience:

    Minimum 12 months experience in branch operations for a Mutual Fund house / AMC
    Good knowledge of MS-Office applications especially MS-Excel
    Familiarity with regulatory procedures, documentation, and frameworks (KYC, AML etc.) will be
    ideal
    NISM VA certified

    Personal Characteristics & Behaviors:

    Good communication skills with good command over English (verbal and written)
    Ability to listen and convey information effectively
    Strong attention to detail and quality
    Proactive individual with high levels of motivation and energy


    Role:    CRM/Customer Service Manager

    Salary: Not Disclosed by Recruiter

    Industry:Financial Services

    Functional Area:Financial Services, Banking, Investments, Insurance

    Role Category:Mutual Funds/Fund Management/Asset Management

    Employment Type:Full Time, Permanent

    Key Skills
    Grievance HandlingAdministrationSalesCustomer ExperienceAmcQuality ComplianceMIS GenerationVendor ManagementMIS ReportingCustomer Service Operations

    Education-

    UG:Any Graduate

    Company Profile

    Talent Leads HR Solutions Pvt Ltd

    Leading Mutual Funds House in India
    Company Info


    Contact Company:    Talent Leads HR Solutions Pvt Ltd

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    Deadline: 20-06-2024

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