Premium Service Desk
3 days ago
Position: Premium Service Desk
Experience: 3+ Years
Location – Mumbai
Qualification - Post Graduate / MBA from a reputed institute
CTC - Best in the Industry
Notice Period - Immediate Joining/ 1 Month
Job Responsibilities
- Overall supervision of Premium Service Desk and ability to manage expectations from Sales team for client deliverables.
- Coordinate with other departments such as Software, Settlement, Account, IT, Risk, Trading Ops to fulfil business requirements and resolve the issues.
- Responsible to improve team performance as well as technically, logically.
- Drive the implementation of a front to back model to improve client experience and operational efficiency.
- Contribute and drive development of efficiencies and process improvement initiatives – requires partnership with Technology and across Operations
- Serve as a point of escalation for the team and help manage issues effectively.
- Client Relationship Management with a key focus on efficiency, control, and enhancing client experience.
- Demonstrate and develop ability to independently troubleshoot and resolve most common problems that arise.
- Participate in various middle office projects related to optimising management of the activity.
Essential Knowledge required --
- Empanelment and account opening documentation process of Institution/HNI/Corporate Clients
- Setup of Institution and Domestic Account along with Brokerage Schemes and Charges.
- Handle Equity, Derivatives, Currency, Commodity, SLBM Trade Process.
- Follow up the custodian, clearing house as well as institutional fund houses to confirm the trades (Equity and Derivatives).
- Adhere to client timelines for trade confirmations and reports.
- Prepare MIS reports on daily / monthly / yearly basis.
- Prepare Brokerage Invoices along with Recovery and Reconciliations.
- Provide excellent customer service to both our internal and external clients and service partners, responding timely and professionally to client inquiries.
- Coordinating with Sales team and supporting
- Verification and processing of MIS related to Client/ License/Brokerage.
Organisational Relationships
- Reports to: Deputy COO
- Supervises: Premium Service Desk
- Coordinates with: Operations Teams, Corporate Desk
- Functional relationship with: Retail Operation, PCG dealing, Institutional Operation, Commodity Dealing, Settlement, Accounts, Software Team, Risk, Compliance and KYC
Competencies
- Live the company values
- Business Awareness & Market Knowledge
- Customer Centricity
- People Connect
- Personal Effectiveness
- Execution Excellence
If you are a motivated individual with a deep understanding of the broking industry and a passion for operations, we would love to hear from you. Join our team and contribute to our success in delivering exceptional service to our clients. Apply now with your resume and a cover letter highlighting your relevant experience and qualifications. We look forward to reviewing your application.
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