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Customer Service Representative

2 months ago

mumbai, India Canara Robeco Mutual Fund Full time

Key Accountabilities
Handling Customer Service, Operations & Admin functionality.
Attending walk in customers. Attending phone calls.
Liasioning with Registrar for account statement, redemption etc.
Liasioning with marketing dept at ho for material indent.
Handling brokerage related queries of IFAs.
Accepting application forms and redemption in the reception.
Time stamping of transactions.
Co-ordination with banks.
High Value deposits.
Guiding investors for online transactions

Knowledge & Qualifications required
Academic Qualifications:
Graduate / Management Graduate (preferable) + NISM (Mutual Fund) certification
Minimum Work Experience:
2+ years of experience in in asset management industry
Skills:
Well versed with all MS office applications especially MS excel
Excellent Communication skills
Knowledge of Mutual Fund Industry