Location

Mumbai

Experience

2-3 years

Role Overview:
The Customer Support Manager is responsible for delivering exceptional customer service to investors and distributors by handling queries related to mutual fund investments, ensuring regulatory compliance, managing customer relationships, resolving complaints, and coordinating with internal departments, Asset Management Companies (AMCs), Registrars & Transfer Agents (RTAs), and regulatory authorities wherever applicable.

Key Responsibilities:
- Customer Service & Relationship Management-
- Act as the single point of contact for customer queries across Equity, Mutual Funds, Insurance, IPOs, Bonds, and other investment products.- Build and maintain robust customer relationships by providing timely and effective service.- Ensure high levels of customer satisfaction through proactive communication and issue resolution.- Customer Query & Service Request Management.
- Handle customer queries related to:
- Equity Trading & Demat Accounts- Mutual Fund Investments (SIP, STP, SWP, Redemptions, Switches)- Insurance (Life,



Health & General Insurance)- IPO Applications- Bonds, Fixed Deposits & Other Investment Products.- KYC & CKYC Updates- FATCA/CRS Compliance- Nomination & Bank Mandate Changes- Account Statements, Capital Gains Reports & Portfolio Reports- Account Opening, Modification & Closure Requests- Issue Resolution & Complaint Handling- Resolve customer complaints and service requests within defined Turnaround Time (TAT).- Coordinate with internal departments to ensure timely closure of customer issues.- Escalate critical cases whenever required and ensure complete customer satisfaction.- Maintain records of customer interactions and follow-ups.
- Operations & Coordination- Coordinate with Asset Management Companies (AMCs), Insurance Companies, Registrars & Transfer Agents (RTAs), Exchanges, Depositories (NSDL/CDSL), and other service providers.- Track pending requests and ensure timely processing of transactions

📌 Customer Support Manager (Mumbai)
🏢 Latin Manharlal
📍 Mumbai