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.
📌 Customer Service Officer Mf Nagpur
🏢 equitas small finance bank
📍 Nagpur
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