Investor Relations Officer mutual Fund gurgoan

1 month ago

Gurugram Haryana, India Arin Consultancy Full time

Operations Gurgaon _Mumbai Western Suburbs_ January 23, 2024 - January 23, 2025 Mutual Fund

**Job Overview**:

- **Office Location (Area) **Gurgaon,Haryana
- **Required Education **Graduation, MBA/ Qualifications in Communication, Copy Editing, Grievance Handling
- **Course Type **Full Time
- **Required Certification **NISM V-B
- **Min Required Experience (Years) **10
- **Max Required Experience (Years) **12
- 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

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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