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Support executive - Haryana
View: 101
Update day: 23-04-2024
Category: Administrative / Clerical / Assistant
Industry: Staffing Recruiting
Position: Entry level
Job type: Full-time
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Job content
We have opening with one of the leading BFSI companyRole :Operational Sale Support - HaryanaRoles ResponsibilitiesHandling customer/distributors queries/complaints over email/phoneHandling Contest related work Includes co-ordination with external vendors for ticketing bookingMaintaining SIP/ Daily sales report Follow up for FMP rollover.Handling new empanelments Informing distributors about live investor data, sip maturity, sip rejections, redemption dividend DC/NEFT rejections, HVPO hold, cheque dishonour Follow up for hold/rejected investment applications Interaction with Investors to resolve queries of Investors (through E-mails, Phone Calls, or Walk-Ins)Accepting and Scrutinizing KYC Documents Accepting, Scrutinizing and Time Stamping of Commercial Transaction Requests (Purchase, Redemption, Switches, SIPs, SWPs, STPs, etc.)Processing of Non-Commercial Transactions. Time management for different transactions according to regulatory cut-offs.Generation of Account Statements for Investors and Brokers Maintaining Daily and Monthly MIS Reports of all Commercial and Non-Commercial Transactions, KYCs, Emails sent, Phone Calls, Investor Walk-Ins, NFO data, Time Stamp Machine Records, etc.)Handling Fax transactions of clients Confirming receipt of credits in the bank. Issuing month end balance confirmation letters. Handling and follow-ups of all types of complaints of Distributors within TAT.This job is provided by Shine.comLoading ...
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Deadline: 07-06-2024
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