Customer Service & Branch Ops

<p style="line-height:1;"><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span></p><h2 style="margin:6pt 0in;line-height:1;"><span style="font-size:10px;font-family:Calibri;"><u>Key Responsibilities:</u></span></h2><h2 style="margin:6pt 0in;line-height:1;"><span style="font-size:10px;font-family:Calibri;">•</span><span style="font-size:10px;font-family:Calibri;">Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors. </span></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch </span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Coordinate with RTA branches which are part of the corresponding Zone and with local sales team for their queries and complaints. Support the sales team w.r.t. new product information, regulatory changes etc. Liaison between Sales / Branch CSO and RTA for quick resolution of queries and grievances</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Regular update to sales RMs through MIS of transactions received, rejections, follow-ups and other operations issues </span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Arranging monthly con-call with sales team and RTA to address ongoing concerns and conduct briefing on new processes</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Provide prompt and accurate details of products / schemes to investors and distributors. Ensure a good customer experience and effectively manage grievances / complaints, queries, etc. over phone / email / chat etc. </span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Participate in IFA engagement program to activate dormant IFA’s and mobilize business</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Manage the onboarding of investors through Video KYC platform of the AMC</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Liaison and coordination with AMC branches and CSO’s across India </span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Generating MIS reports for the regulatory activities or transaction reporting</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Demonstrate high levels of quality and compliance </span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;"><br /></span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;"><u>Educational Qualifications & Experience:</u></span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Graduate with minimum 5 years’ experience in branch operations for a Mutual Fund / AMC</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Good knowledge of MS-Office applications especially MS-Excel and MS-Word</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Familiarity and experience managing regulatory procedures, documentation, and AMC policy frameworks (KYC, AML, SID, KIM etc.) will be preferred</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•NISM VA certified</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;"><br /></span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;"><u>Personal Characteristics & Behaviors:</u></span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Excellent communication skills with good command over English (verbal and written)</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Ability to listen and convey information effectively</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Strong attention to detail and quality</span></font></h2><h2 style="margin:6pt 0in;line-height:1;"></h2><h2 style="margin:6pt 0in;line-height:1;"><font face="Calibri"><span style="font-size:10px;">•Proactive individual with high levels of motivation and energy</span></font></h2><div><br /></div><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span><span style="font-family:Calibri;font-size:10px;"><b> </b></span>