Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone.
Principal Accountabilities :
- Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM.
- Dispatch of account statements, statutory disclosures, application forms, factsheets etc. to investors / distributors
- Provide prompt and accurate details of products / schemes to investors / distributors
- Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints
- Manage the admin function of the branch in terms of petty cash, vendor management, general coordination with admin function, etc.
- Support the sales team w.r.t. recent product information, regulatory changes etc.
- Participate in IFA engagement program to activate dormant IFA’s and mobilize business
- Manage the onboarding of investors through Video KYC platform of the AMC
- Provide feedback and suggestions on products / processes of peers and best practice sharing
- Demonstrate high levels of quality and compliance
- Share ideas and suggestions on process automation and improvement of productivity
- Liaison and coordination with AMC branches and CSO’s across India
- Knowledge, Skills, Competencies, and Certifications
Minimum 2 years’ experience in branch operations for a Mutual Fund / AMC
Good knowledge of MS-Office applications especially MS-Excel
Familiarity with regulatory procedures, documentation and knowledge of KYC is required
NISM Series V - Mutual Funds Distributor Module certified
Certifications
NISM Series V - Mutual Funds Distributor Module certified
Competencies
Excellent Communication
Collaboration
Innovation & Continuous Improvement
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