Customer Service

2 months ago

Bengaluru, India Arin Consultancy Full time

Sales / Business Development / Client Servicing Bangalore _bangalore_ November 7, 2023 - November 7, 2024 Mutual Fund

**Job Overview**:

- **Office Location (Area) **Bangalore
- **Salary Offer **5 - 7 LPA
- **Course Type **Full Time
- **Min Required Experience (Years) **3
- **Max Required Experience (Years) **3

**Function** : Customer Service & Operations

**Position Title**: Assistant Manager

**Location** : Bangalore

**Qualifications**:

- Graduation in any discipline
- NISM MF certification mandatory

**Work Experience **_(highlight) _:

- At least 3 - 4 years of prior mutual fund experience in handling investor / customer services related activities

**Core Purpose of the Role**:

- Handling investor / customer related queries / complaints
- Managing RTA including call centre, Banking, AMC branches customer service personnel
- Monitoring Service Level Agreement (SLA) of RTA including call centre, Banks
- Handling interaction with the Registrar and Transfer Agent (RTA) of the Mutual Fund (MF) and managing the day to day relationship with RTA
- AMC Branch coordination - to exercise daily controls, ensure mínimal complaints and quick resolution
- Handling customer service executives of the AMC branches
- Handling various day to day MF transaction activities including queries / complaints / handling and monitoring SEBI Complaints Redress System (SCORES)
- Overseeing / coordinating MF call centre operations (outsourced)
- Training call centre personnel including monitoring their activities and handling evaluation of Call Centre Agents Performance
- Mutual fund brokerage checks and processing
- Prior hands on experience of working on KFIn (erstwhile Karvy) systems (Kbolt etc.) would be an added advantage
- Contribute and participate in RTA service evaluation calls
- Cash management function i.e. coordinating with various Asset Management Company (AMC) branch locations / RTA locations / Banks / Stock Exchanges for daily inflows / outflows of funds
- Managing day to day relationship with MF bankers
- Exercise control over various reconciliations provided by service providers such as mutual fund bank accounts, unit capital for schemes of mutual fund

**Skills**:

- Excellent communication skills - both written and verbal
- Good presentation skills
- Expert in MS word, excel, PowerPoint
- Understanding of capital markets specifically mutual funds
- Take ownership - research, diagnose, troubleshoot and identify solutions to resolve any issues
- Strong process knowledge of the function (customer services)

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