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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 positive 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. new 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

Client centricity

Attributes

- Communicates with confidence - able to listen and convey information effectively
- Detail oriented
- Proactive, with high levels of motivation and energy

Preferred Industry Experience

Minimum 2years of experience in branch ops of an Asset Management Company / Mutual Fund

📌 Deputy Manager – Customer Service (Mutual Fund Branch Ops) in Asset Management , Jaipur
🏢 Talent Leads Consultants
📍 Jaipur