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Customer Service Manager

2 months ago

india Talent Leads HR Solutions Pvt Ltd Full time

New Position- Deputy Manager - Customer Service, Mumbai


The customer service team is responsible for client onboarding, transaction processing and liasion with the RTA for post sales service related queries.

Role

The CSO will manage the front office and responsible for accepting and processing of transactions and client onboarding + sales support.

Responsible For:

Manage all the regulatory activities such as STR, CTR, QTR and other reporting to SEBI / AMFI / Compliance.

Generate MIS reports for the team and prepare dashboards for senior management and Board presentations.

Understand the complete branch operation functions such as receiving/ verifying applications and time stamping. Be the RTA liaison for the Ops teams and coordinate centrally for escalations from branches.

Generating MIS reports for the zone and sharing with sales head as per request. Support the sales team w.r.t. new product information, regulatory changes etc. Liaison between Sales and RTA for quick resolution of queries and grievances

Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity

Experience

Graduate with minimum 3 years’ experience in branch operations for a Mutual Fund / AMC

Should have worked in a AMC branch with retail and institutional presence

Expert knowledge of MS-Office applications especially MS-Excel and MS-PowerPoint

Thorough knowledge of regulatory procedures, documentation, and frameworks (KYC, AML etc.)

NISM VA certified