Operations - Officer - Third Party Products

7 days ago


Chandigarh, Chandigarh, India HDFC Bank Full time
Department- Operations- Job posted on- Feb 13, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years years
Group Company: HDFC Bank Limited

Designation:
Operations
  • Officer
- Third Party Products Operations

Office Location:
INDUSTRIAL AREA - CHANDIGARH Chandigarh (Branch)

Position description:

  • Operations
  • Officer
  • Third Party Products Operations
    Primary Responsibilities:
  • Mutual Fund ISA (Investment Services Account) Registration-Inwarding of physical and scanned ISA forms and FATCA received from RMs in excel
  • Printing of ISA and FATCA forms received through mai ,Data entry of forms in MF systems basis form and FC query
  • Data entry of FATCA forms in ISG utility,Scanning of forms for sharing with RTA as a part regulatory requirement,Printing and despatch of Welcome letters
  • Preparation and upload of file on CSP portal,Mutual Fund Transaction processing,Inwarding of transaction details in excel
  • Inwarding of customer requests in excel received from RMs,Preparation of Covering letter and Annexures for upload on RTA portal
  • Scanning of customer requests and docs,Printing and dispatch of documents to AMC/RTA,Preparation of customer letters
  • Printing and despatch of customer letters,Wealth Customer Registration/Transfer/Dropping,Checking mails & determining the type of requests i.e. Registration, Transfer or dropping.
  • Collating the data, data massaging & Verification through FC ouput and other parameters,
  • Portfolio updationChecking mails & determining the request i.e. MF Folio updation, Policy Updation, PE / PMS updation.,Data calling from RTA, Insurance company & validation of data.
  • Direct Debit mandate Processing-Printing, scanning and storage of mandate forms and documents. Retrieval, maintenance, and dispatch of physical mandate forms to archival vendors.
  • Printing, scanning and storage of mandate forms and documents. Retrieval, maintenance, and dispatch of physical mandate forms to archival vendors.

Educational qualifications preferred
-
Category: Bachelor's Degree

-
Academic score: Pass

-
Institution tier: Any

Required work experience
-
Industry: Banking preferred - but not a constraint

-
Role: Operations

-
Years of experience: 0 to 2

Key Performance Indicators:

  • Compliance orientation
    Required Knowledge:
  • Good in excel and MS office
    Specific requirements
-
Travel: NA

-
Vehicle: NA

Other details
-
Contract Types: Permanent

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