Our Culture

We recognize employees as our greatest asset. We strongly believe that “Happy employees make Investors happy”. We have built a solid culture of trust, mutual respect and empowerment that fosters growth and ownership among all our employees. Our HR policies are suited to the current needs of a vibrant organization allowing employees flexibility, transparency and merit based growth. Our senior management is always accessible to encourage communication and feedback from all employees.

OUR VALUES

Bank of India Mutual Fund is committed to becoming a dependable and reliable asset management company for its investors. It will strive for excellence in product performance and expanding our family of happy investors.

Job Description

Support to the branch activities on client servicing and operational front.

Reporting to: Head- Customer Service

Role & Responsibilities

Sales Co-ordination:

- Dispatching the Marketing material to Banks, IFA's, National Distributors
- Co-coordinating with Sales Team with regards to Investment transactions
- Follow-up with IFA's for pending Document brokerage queries undelivered cheques
- Maintaining sales MIS, day to day transaction report
- Maintaining inventories marketing and stationery stock

Empanelment related:

- Maintaining the MIS of Empanelment cases
- Calling up IFA's for fresh Empanelment
- Briefing the distributor on new products
- Responsibility at fort branch (Only specific to fort CSE's)"
- Co-coordinating with branches and Karvy for empanelment
- Printing and dispatching of letter to distributor
- Maintaining complete MIS of the distributor empaneled
- Renewal Calling:
Calling Investor's for renewal of DSIP, Daily SIP, Monthly SIP
Calling distributor for Self-Declaration to avoid delay in distributor brokerage




- Client assistance and single point of branch contact for client queries, walk-ins and customer / sales support on a daily basis.
- Client Engagement- Scrutiny of Applications-Checking signature/payment instrument/application form/PAN Bank KYC
- Maintaining the MIS of Investments reported on a daily basis for the branch and from MSFs associated
- Liquid and other debt funds HV reporting for the branch and from MSFs, if any.
- Processing and reporting of transactions as per defined processes
- Strictly following the SEBI/AMFI regulations in handling the transactions, reporting and processing.
- NFO Processing- Data entry on excel, reporting the same to HO, Co-coordinating with bank, following up for NIGO cases
- Following up for pending document with brokers/investor and MSF by calling the them
- Resolving investor/distributor/MSF Complaints/queries/Requests as per TAT through CRM
- Maintaining time stamp machine register for daily usage of number and breakdown report
- Visiting Karvy for submitting application form (Most of the location where there is no office boy
- Any other Customer service/operations functions that the profile may require to handle
- Any other Customer service/operations functions that the profile may require to handle

Qualification & Skillsets

Graduate with NISM (Mutual Funds) certification

Industry : Mutual fund/Banking/Financial Services

Job Locations : Mumbai, Patna

Traits Required:

- - Preferably NISM Certified.
- Excellent command over excel.
- Good communication skills- verbal as well as written communication.
- Only local candidate to apply.

Who can apply :

- Graduate with NISM (Mutual Funds) certification
- 2-3 years of experience preferred with AMC / Mutual Fund organization.

Salary & Benefits offered:

to be discussed during interview

Gender: No preference

Age: NA

📌 Client Ownership Associate (India)
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📍 India