Customer Support Officer
3 weeks ago
PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst India’s earliest SEBI Registered Portfolio Management Service (PMS) providers. For More Information visit our website: Responsibilities
Handling Customer Queries via different channels.
Accepting Transactions at Front office using TSM Machine.
Reporting and processing of inflow and outflow of funds.
Coordination with Branches, KYC Team & RTA.
Making sure emails are handled/ resolved in a timely manner.
Keep track of day-to-day mails received and reply to them within TAT.
Monitoring escalations and complaints and resolving them while ensuring the adherence to compliance / SEBI / CAMS guidelines.
Qualifications & Experience
Experience Required: 3 + Years of relevant experience in the Mutual Fund Industry.
Graduate in any stream
Latest NISM Certification.
Should have excellent written (email) and spoken communication skills
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