Deputy Branch Manager
7 days ago
About the Role
This Deputy Branch Manager position is a critical part of our team, responsible for overseeing the daily operations of our branch office.
Key Responsibilities
- Ensure timely submission of applications and reports to the local RTA branch and AMC CRM system.
- Provide exceptional customer service to walk-in, phone, and email inquiries from investors and distributors.
- Manage the administrative functions of the branch, including data entry, record-keeping, and compliance.
- Support the sales team with new product information, regulatory changes, and other relevant updates.
- Oversee the onboarding process for new investors.
- Liaise with AMC branches and CSO's across India to facilitate smooth operations.
Requirements
To succeed in this role, you will need:
- A minimum of 2 years' experience in branch operations for a Mutual Fund or AMC.
- Excellent knowledge of MS-Office applications, particularly MS-Excel.
- Familiarity with regulatory procedures, documentation, and knowledge of KYC.
- NISM Series V - Mutual Funds Distributor Module certification.
What We Offer
As a Deputy Branch Manager at OppenheimerFunds Distributor, Inc., you can expect:
- Competitive compensation and benefits package.
- Flexible, hybrid work arrangements.
- 30 days' annual leave plus public holidays.
- Life insurance, retirement planning, and group personal accident insurance.
- Medical insurance for employees and their families.
- Annual health check-ups.
- 26 weeks' maternity leave, paternal leave, and adoption leave.
- Near-site childcare facilities.
- Employee assistance program, study support, and employee stock purchase plan.
- ESG commitments and goals, business resource groups, career development programs, and mentoring programs.
- Invesco Cares and dress for your day.
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