Role-

Branch Relationship Manager- PMS Ops Surat

Education Background

Graduate / Post Graduate

Work Experience

Minimum of 1-3 years of experience in the financial services preferably in the MF industry

CTC - Up to 6LPA

Location-Surat(Gujarat)

Critical Skills Required:

- Relationship Managerment
- Valuable Communication Skills
- Multi Tasking
- Time Management
- Sound knowledge on MF operations
- Customer orientation
- Problem Solving
- Target oriented with proper adherence to compliance
- MF Product knowledge

Competencies Required

Role Purpose

- Responsible to provide best services to Customers/Distributors
- Cross Selling
- Maximize sales and achieve the given targets through mapped distributors and walkin customers
- To perform operational activities in accordance with the organization guidelines

Key Accountabilities

- Provide best in class Customer Service and ensure customer delight
- Strong hold on PMS operations & compliance, including onboarding(physical and digital), escalation management,



etc.

INTERNAL:

- To accept applications and ensure that the same are in alignment with compliance guidelines and time stamp as per agreed guidelines
- Service Queries to be resolved within TAT, critical query management &

managing escalations as per the investor need
- To ensure reconciliation of records and update HO on queries within 24 hours
- Transactions are processed with zero error
- Interacting with CAMS on daily basis for issue resolution
- Responsible for Cross selling of the products and retention of the customers
- Manage irate customers
- Taking care of Administration activities
- Should be completely updated on the various products and market scenario For more details send your updated resume at -

[email protected]

Or what's app at -(phone hidden)

Regards,

HR Aanchal

📌 PMS Operation (Surat)
🏢 Avani Consulting
📍 Surat