Role & responsibilities

Job Role & Responsibilities

- Handling customer/distributors queries/complaints over email/phone.
- Maintaining SIP/ Daily sales report.
- Handling current empanelment’s.
- Follow up for hold/rejected investment applications.
- Accepting, Scrutinizing and Time Stamping of Commercial Transaction Requests (Purchase,

Redemption, Switches, SIPs, SWPs, STPs, etc.)
- Processing of Non-Commercial Transactions.
- Time management for different transactions according to regulatory cut-offs.
- Generation of Account Statements for Investors and Brokers.
- Maintaining Daily and Monthly MIS Reports of all Commercial and Non-Commercial Transactions,

KYCs, Emails sent, Phone Calls, Investor Walk-Ins, NFO data, Time Stamp Machine Records, etc.)
- Confirming receipt of credits in the bank.
- Issuing month end balance confirmation letters.
- Comply with audit and regulatory laws.

Job Requirement
- Good Excel skills
- Experience in handling investors queries.
- Basic understanding of Mutual Fund.
- Good command over English (Verbal & Written)
- Ability to co-ordinate, develop rapport and get work done from cross functional teams.
- Must be able to work with tight deadlines.
- Problem solving skill.

📌 Sales Support,Opeartions (Ghaziabad)
🏢 Veeyu HR
📍 Ghaziabad