Deputy Manager – Customer Service (Mutual Fund Ops) in Asset Management , Kochi

Job Description:

Deputy Manager – Client Services

Key Accountabilities:

• Manage the local branch and upcountry locations in terms of operations, stakeholder management, customer service, sales escalations etc.
• Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensure timely follow-up and closure on any pending requests for self and team
• Generating MIS reports for the zone and sharing with sales head as per request
• Dispatch of account statements, statutory disclosures, factsheets etc. to investors / distributors for the respective branch
• Provide prompt and accurate details of products / schemes to investors and distributors. Ensure a good customer experience and effectively manage grievances / complaints. Attend to branch walk-in customers and queries over phone / email
• Manage the admin function of the branch in terms of vendor management, general coordination with admin function, etc. Maintaining addendum and important notices, circulars at branch level
• Support the sales team w.r.t. new product information, regulatory changes etc. Liaison between Sales and RTA for quick resolution of queries and grievances
• Participate in IFA engagement program to activate dormant IFA’s and mobilize business
• Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity
• Demonstrate high levels of quality and compliance
• Liaison and coordination with AMC branches and CSO’s across India

Educational Qualifications & Experience:

• Graduate with minimum 3 years’ experience in branch operations for a Mutual Fund / AMC
• Should have worked in a AMC branch with retail and institutional presence
• Good knowledge of MS-Office applications especially MS-Excel and MS-PowerPoint
• Familiarity with regulatory procedures, documentation, and frameworks (KYC, AML etc.) will be ideal
• NISM VA certified

Personal Characteristics & Behaviors:

• Excellent communication skills with good command over English (verbal and written)
• Ability to listen and convey information effectively
• Strong attention to detail and quality
• Proactive individual with high levels of motivation and energy