hr1@imatesconsultants.com Cochin, Kerala
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Career Opportunity

Customer service Officer | Mutual Fund | A leading MF Firm

Banking / Financial Services
Location Mumbai, Thane
Experience 5 - 10 Years
Salary 7 - 9 LPA
Openings 1
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About the opportunity

Job Overview

<p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">Manage the entire customer service support activities has to deliver as per the JD. Responsible to manage the entire clients queries, support their transactions ..etc.</p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;"><o:p></o:p></p> <p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">1) Responsible for transaction acceptance and banking of instruments.<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">2)&nbsp;&nbsp;Attending to walk-in investors / distributors.<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">3) Coordination with local RTA / Banks.<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">4)&nbsp;&nbsp;Dispatch of redemption instruments and account statements.<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">5)&nbsp;&nbsp;Prepare Daily transaction Reports and handle all necessary activities related to DTR.<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">6)&nbsp;&nbsp;Wok closely with sales, marketing and operations for all issues related to customer<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">service for existing products and also for launch of new products.<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">7) Ensure compliance with internal and external policies and requirements.</p> <p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">1) Excellent communication and listening skills<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">2) Knowledge of financial products<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">3) Basic understanding of registry operations<o:p></o:p></p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;">4) Excellent inter personal, relationship management skills.</p><p class="MsoNormal" style="margin: 0cm; font-size: medium; font-family: Calibri, sans-serif;"><o:p></o:p></p>
Candidate fitment

Preferred Candidate Profile

Experience
5 - 10 Years
Industry
Banking / Financial Services
Job Location
Mumbai, Thane
Salary
7 - 9 LPA
Employment Type
Full Time
Number of Openings
1
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