Customer Relationship Manager (Mumbai)

Customer Relationship Manager (Mumbai)

04 Aug
|
Latin Manharlal
|
Mumbai

04 Aug

Latin Manharlal

Mumbai

Role & responsibilities

- Provide prompt and accurate support to investors through phone, email, chat, and walk-in interactions.
- Handle customer queries relating to:
- Mutual Fund investments
- SIP/STP/SWP registration
- Redemption requests
- Switch transactions
- KYC updates
- Nomination
- FATCA/CRS compliance
- Bank mandate changes
- Capital gains statements
- Account statements
- Ensure timely resolution of customer complaints within prescribed Turnaround Time (TAT).

Preferred Industry Experience

- Asset Management Companies (AMCs)
- Mutual Fund Distributors
- Wealth Management Firms
- Stock Broking Companies
- Banking & Financial Services
- FinTech Platforms

📌 Customer Relationship Manager (Mumbai)
🏢 Latin Manharlal
📍 Mumbai

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