Job Responsibilities :
Handling a Team of CSOs across South and supporting them for escalations.
Handle investor and distributor queries on schemes, NAVs, portfolio holdings, transactions, statements, and tax-related documents through calls, emails, and walk-ins (For select Premium relationships).
Resolve complaints and escalations within TATs, coordinate with RTA, internal operations, and AMCs, and ensure proper documentation and closure.
Assist with transaction processing: application form checking, KYC/PAN/FATCA verification, bank mandate checks, and coordinating for corrections or rejections.
Conduct periodic review and training of team.
Prepare daily/weekly dashboards on queries, TAT, complaints, redemptions, SIP registrations, sales pipeline, and conversion ratios.
Use CRM systems to log interactions, update contact details, track follow-ups,



and maintain a explicit service history for each client/partner.
Coordinate with internal teams (CSOs, HODs, ops, IT, compliance, marketing) for system issues, campaign rollouts, changes in forms/processes, and recent product launches.

Skills Knowledge : Valuable understanding and working knowledge of MF Process, RT, platforms etc.

Qualification: Any Graduate / Post Graduate , Knowledge of Local Language Kannada is preferred.

Additional Certifications: NISM VA

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Senior Manager Bengaluru (India)
🏢 Parag Parikh Financial Advisory Services(PPFAS)
📍 India