- Process investor transactions including purchases, redemptions, switches, SIPs, STPs, SWPs, and other service requests.
- Verify KYC, FATCA, CKYC, and regulatory documentation as per applicable guidelines.
- Handle investor and distributor queries through phone, email, and walk-in interactions.
- Ensure timely resolution of complaints and service requests within defined turnaround times (TATs).
- Maintain accuracy in transaction processing and documentation.
- Coordinate with internal teams such as Operations, Compliance, Sales, and Registrar & Transfer Agent (RTA) for issue resolution.
- Monitor pending cases and ensure timely follow-up until closure.
- Adhere to SEBI, AMFI, RBI, and internal compliance policies.
- Maintain high standards of customer service and confidentiality.
- Prepare MIS reports and support branch/service center operations as required.

📌 Investor Service Executive (Chennai)
🏢 Axis Asset Management
📍 Chennai