Operations - Officer - Third Party Products

3 days ago


Chandigarh, India HDFC Bank Full time

Department- Operations- Job posted on- Feb 13, 2024- Employee Type- Permanent-Sales Vertical- Experience range (Years)- 0 - 2 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 updation-Checking 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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