24 Oct
|
Axis Asset Management
|
Chennai
24 Oct
Axis Asset Management
Chennai
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