Job Description:

POSITION: Deputy Manager – Customer Service

Reports to (Position): Manager – Customer Service

Position Purpose:

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 valuable 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
Positive 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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📌 Deputy Manager – Customer Service Jaipur
🏢 Talent Leads Consultants
📍 Jaipur