Client Ownership Associate

1 month ago


Mumbai Maharashtra, India Boi Axa Full time

**Our Culture**

We recognize employees as our greatest asset. We strongly believe that “Happy employees make Investors happy”. We have built a strong culture of trust, mutual respect and empowerment that fosters growth and ownership among all our employees. Our HR policies are suited to the current needs of a vibrant organization allowing employees flexibility, transparency and merit based growth. Our senior management is always accessible to encourage communication and feedback from all employees.

**OUR VALUES**:
Bank of India Mutual Fund is committed to becoming a dependable and reliable asset management company for its investors. It will strive for excellence in product performance and expanding our family of happy investors.

Job Description Support to the branch activities on client servicing and operational front. Reporting to: Head
- Customer Service Role & Responsibilities Sales Co-ordination: Dispatching the Marketing material to Banks, IFA's, National Distributors Co-coordinating with Sales Team with regards to Investment transactions Follow-up with IFA's for pending Document brokerage queries undelivered cheques Maintaining sales MIS, day to day transaction report Maintaining inventories marketing and stationery stock Empanelment related: Maintaining the MIS of Empanelment cases Calling up IFA's for fresh Empanelment Briefing the distributor on new products Responsibility at fort branch (Only specific to fort CSE's)" Co-coordinating with branches and Karvy for empanelment Printing and dispatching of letter to distributor Maintaining complete MIS of the distributor empaneled Renewal Calling: Calling Investor's for renewal of DSIP, Daily SIP, Monthly SIP Calling distributor for Self-Declaration to avoid delay in distributor brokerage Client assistance and single point of branch contact for client queries, walk-ins and customer / sales support on a daily basis. Client Engagement



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