What is the roles objective?
- To be able to execute all Client Service functions at the front desk of Ludhiana Branch including handling of petty cash / vendor payments.
- The RR locations of Amritsar and Jallandhar also route all their queries to Ludhiana
- Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
- Filling of deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the TITAN reporting system.
- Should be able to handle inbound/ outbound calls.
- Branch Administration related work / correspondence with different functions.
- Ability to coordinate and work with Registrar/Head Office/ Vendors.
- Coordination with Sales team and resolving their queries.
What skills do you need to possess?
- Positive attitude and disciplined approach.
- Positive communication skills.
- Desire to learn and excel.
What is the prior experience expected?
Minimum 6 months to max 2 years. Preferably from Mutual Fund Background or from Banks
What qualification you should have?
Graduate with Commerce Stream/MBA Finance