Responsibilities
Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR - 38, NFT rejection
Pending Exemptions for Financial Transaction and Excess Credit / Short Credit
Attending walking distributor investor, Accepting Transactions / Queries
Resolving queries complaints received from different modes like Calls, emails, WhatsApp, Twitter, exchange and update the same in Query Report
Additional activities related to operations compliance dept.
Follow up with CAMS for pending queries complaints
Pickup Drop Service Planning for Direct / Regular Investor Distributor and Submission of Applications to cams
Looking into queries for ARN empanelment, Self Declaration, Brokerage Related, COBM in Brokerage payout.
Maintaining sufficient stock of Applications, Factsheet
Maintaining All Notices and circulars in Branch.
Providing pre and post sales help to distributor for smooth operation
Calling for ARN Validity Expire , Brokerage Recovery, Invalid EUIN, Invalid KYC Data
Maintaining Investor friendly Atmosphere and proper coordination between Team and Branch Staff
Guiding distributor for distributor app, form fill for offline trxn guiding for online empanelment.
Qualifications
Experience Required: 2 + Years of relevant experience in the Mutual Fund Industry.
Graduate in any stream
Latest NISM Certification.
Should have excellent written and spoken communication skills
Job Location
Raipur
Vizag
Mumbai
Indore
Bangalore
Ernakulam
Bhopal
Pune
Nashik
Nagpur
Surat
Baroda
Rajkot
Ahmedabad
Goa
Noida
Hyderabad
Coimbatore
Chennai
Kochi
Belgaum
Mysore
Trichy
Delhi
Gurgaon
Jaipur
Lucknow
Kanpur
Varanasi
Dehradun
Udaipur
Ludhiana
Agra
Gandhi Nagar
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 app
📌 Customer Support Officer Mumbai (India)
🏢 Parag Parikh Financial Advisory Services(PPFAS)
📍 India
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