Customer Service Operations Specialist
1 day ago
Job Summary:
Talent Leads HR Solutions Pvt Ltd is seeking a skilled Customer Service Operations Specialist to join our team. As a key member of our operations department, you will be responsible for providing exceptional customer service and support to our clients.
Key Responsibilities:
- Handle financial and non-financial transactions with precision and attention to detail
- Address queries and concerns from investors and distributors in a timely and professional manner
- Coordinate with sales teams and RTA branches to resolve queries and grievances
- Provide regular updates to sales RMs on transaction status and other operational issues
- Conduct monthly con-calls with sales teams and RTA to discuss ongoing concerns and new processes
- Ensure accurate and prompt information provision to investors and distributors
- Manage grievances and complaints effectively through various communication channels
- Participate in IFA engagement programs to activate dormant IFAs and mobilize business
- Onboard investors through Video KYC platforms
- Provide feedback and suggestions on product/process improvements and best practices
- Liaise with AMC branches and CSOs across India for regulatory compliance
- Generate MIS reports for regulatory activities and transaction reporting
Requirements:
- Graduate with minimum 3 years' experience in branch operations for a Mutual Fund/AMC
- Good knowledge of MS-Office applications, especially MS-Excel and MS-Word
- Familiarity with regulatory procedures, documentation, and AMC policy frameworks (KYC, AML, SID, KIM etc.)
- NISM VA certification
Salary: ₹800,000 - ₹1,200,000 per annum
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