Investor Relations Officer_Mutual Fund_Gurgoan

4 weeks ago

mumbai, India Arin Consultancy Private Limited Full time

• Effective management of Investor Service Centres (ISCs) of RTA and AMC branches, building
relationships with TG as outlines below, overseeing call centre operations/ calling both at the AMC
and RTA, and implementing service-related initiatives to build efficiency & TG satisfaction.
• Target group (external) for the IRO will be investors/ IFAs/ Distributors/ any other partners as well
as AMFI/ SEBI/ any other regulatory requirements
• IRO will be responsible for management of calls, walk-ins, letters and email queries/ grievances/
complaints and resolving any issues from the onboarding to cessation of the relation with TG and
regulatory bodies. The IRO will take effectively manage branch operations.
• The IRO will be de facto Grievance Redressal Officer and will be solely responsible for escalation
& resolution of complaints, responses and MIS etc.
• Target group (internal) – the IRO will need to liaise with all stakeholders including but not limited
to the Operations, Fund Management, Fund Accounting, Compliance, Risk and Secretarial teams
as well as the RTA
• Develop relationships with both external & internal TGs including by arranging IAPs/ distributor
meets at regular intervals and ensuring adequate, accurate, appropriate and regular
communication – physical, social media and print etc, as necessary
• Help streamline the onboarding process for investors, IFAs/ distributors, channel partners etc.
• Assist with preparation of monthly and quarterly fund fact sheets, commentaries and
presentation materials for a range of products and TGs
• Responsible for ensuring all external communications accurately reflect the brand messaging
and are fully compliant, and duly approved by the compliance teams
• Working closely with the marketing team on the production of materials for sales and marketing
efforts, including new fund launches, events and campaigns
• Propose and develop department-wide operational improvements, especially in forms, formats
and handling of queries and complaints, in consultation with the other stakeholders
• Build a team of dedicated and customer excellence driven individuals as the AMC grows

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