19 Aug
|
Equitas Small Finance
|
Wani
19 Aug
Equitas Small Finance
Wani
Customer Service Officer - MF Transaction Management: Process mutual fund purchases, redemptions, switches, Systematic Investment Plans (SIPs), and Systematic Withdrawal Plans (SWPs).
Investor Support: Resolve walk-in, phone, or email queries regarding account statements, NAV, and fund details.
RTA Coordination: Work closely with Registrars and Transfer Agents like CAMS or KFintech to fix transaction or folio discrepancies. Compliance & Documentation: Ensure client onboarding and document handling match regulatory requirements (such as SEBI and AMFI guidelines).
Record Keeping: Log all customer interactions and requests accurately in internal CRM systems.
📌 Mutual Fund Customer Service Officer (Wani)
🏢 Equitas Small Finance
📍 Wani