Job Description:

Deputy Manager – Client Services

Key Accountabilities:

- Manage the local branch and upcountry locations in terms of operations, stakeholder management, customer service, sales escalations etc.
- Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensure timely follow-up and closure on any pending requests for self and team
- Generating MIS reports for the zone and sharing with sales head as per request
- Dispatch of account statements, statutory disclosures, factsheets etc. to investors / distributors for the respective branch
- Provide prompt and accurate details of products / schemes to investors and distributors. Ensure a positive customer experience and effectively manage grievances / complaints. Attend to branch walk-in customers and queries over phone / email
- Manage the admin function of the branch in terms of vendor management, general coordination with admin function, etc. Maintaining addendum and important notices, circulars at branch level
- Support the sales team w.r.t. new product information, regulatory changes etc. Liaison between Sales and RTA for quick resolution of queries and grievances




- Participate in IFA engagement program to activate dormant IFA’s and mobilize business
- Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity
- Demonstrate high levels of quality and compliance
- Liaison and coordination with AMC branches and CSO’s across India

Educational Qualifications & Experience:

- Graduate with minimum 3 years’ experience in branch operations for a Mutual Fund / AMC
- Should have worked in a AMC branch with retail and institutional presence
- Good knowledge of MS-Office applications especially MS-Excel and MS-PowerPoint
- Familiarity with regulatory procedures, documentation, and frameworks (KYC, AML etc.) will be ideal
- NISM VA certified

Personal Characteristics & Behaviors:

- Excellent 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

📌 Deputy Manager – Customer Service (Mutual Fund Ops) in Asset Management , Kochi
🏢 Talent Leads Consultants
📍 Kochi