Act as the Single Point of Contact (SPOC) for all branch queries and escalations

- Ensure timely resolution of all cases (QRG & Complaints) within defined service

timelines

- Manage escalations, including SEBI, AMFI, and ODR complaints, and drive their

resolution

- Handle exception cases and provide necessary approvals in line with policy guidelines
- Conduct root cause analysis for escalated cases and recommend corrective actions
- Identify opportunities to enhance service delivery and implement continuous

improvements

- Monitor and align processes across platforms to ensure consistency and standardization
- Coordinate with CAMS and external entities (payment aggregators, exchanges, MFU,

depositories) to ensure smooth transaction processing and resolve discrepancies

- Lead initiatives focused on improving investor data quality




- Liaise with internal and external auditors to ensure compliance and process adherence

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Knowledge & Essential Skills:

- 3-5 years of experience with RTA operations and /or handling of exchange

transactions, channel partners

- Worked with another AMC in similar role

Academics:

Qualification & Expertise Requirement

- MBA (Mandatory)
- In-depth knowledge of MF Industry, Products & Financial Markets (Equity / Debt)
- Should possess an understanding of various Investment Options
- Should have mandatorily completed NISM VA
- NISM XA, XB, VC/NCFM MF Advance Module, certifications will be an added

advantage.

📌 Client Service Executive (Navi Mumbai)
🏢 TopGear Consultants
📍 Navi Mumbai