Key Responsibilities

• To ensure timely and error free reporting of transactions received at the Investor Service Centre.

• Manage customer communication effectively in order to have timely resolution

• Excel in distribution services & investor services with special focus on corporate customers

• Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner

• Explore and process efficiency suggestions and contribute to achieve customer delight

• Comply with applicable regulatory requirements on qualifications required for the job profile

• Contribute to the knowledge management initiative of the customer service team.

• Contribution to recruitments / contingency / leave planning

• Ensure compliance to the process manual and FIM

• Excel in the monthly reporting process

Requirements

The successful candidate for this role will need to possess the following skills

• Minimum Graduation or as required for the role, whichever is higher

• A good understanding of mutual fund/security markets

• Good verbal and written communication, team and interpersonal skills

• The inclination to work in a client facing role, with a bent of mind for ‘service’

   

• Knowledge of local language will be an advantage

• NISM certification