Customer Service Operations Specialist

1 day ago


Varanasi, Uttar Pradesh, India Talent Leads HR Solutions Pvt Ltd Full time

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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