Operation Specialist | Mutual Fund
1 month ago
- Providing effective customer service and Handle Investor Relation for all the branches in the region
- Responsible for smooth processing of day-to-day Branch operations
- Report complex operational issues to Lead – Branch Coordinator / Branch Head for resolution
- Responsible for branch operations activities at all the branches in the region
- Co-ordination with Investors / Distributors / Sales Team in the region for excellent Investor servicing.
- Co-ordination with R&T operations for smooth processing of transactions in the region.
- Customer Service via CRM.
- Error free processing of transactions at branches (AMC)
- Handling Irate stakeholders
- Highlighting issues in time
- Providing correct solution
- Attritions at branches (AMC)
- Updating regulatory changes at Industry and AMC level
- Daily Tracking
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