Digital Services Manager

2 months ago


Ahmedabad, India Equirus Full time

We are looking for Digital Service Relationship Manager in Ahmedabad


Role Requirements:

  • Qualification: Graduation


  • Prior Experience:
  1. Proven experience of 4 to 6 years in Service or other customer service role in Banking or AMC will be preferred.
  2. Good knowledge of relevant computer programs (e.g Excel, CRM software) and telephone systems.
  3. Knowledge of Bonds transaction will be an added advantage


  • Other Skills:


  1. Ability to learn about investment products and services and describe/explain them to clients.
  2. Good communication & Interpersonal skills with the ability to resolve issues and address complaints.


Roles and Responsibilities:

  1. The candidate will be required to provide support to Clients and Relationship Managers for investment-related activities across all asset classes and investment products
  2. Candidate must be extremely organised in terms of paperwork, filing, documentation (both physical and electronic)
  3. Ability to multitask and handle multiple client requirements at once
  4. Coordination with RTA / AMC / any other Stakeholder.
  5. Handling various day to day transaction activities.
  6. Effective handling & monitoring day to day Operations viz transaction processing, effective allotment / pay outs, monitoring Controls, KYC, Audits etc.



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