Customer Service Executive

3 days ago

Ernakulam, India FYNLYNS ASSET PVT LTD Full time

As a service executive, your job role involves managing and overseeing various aspects of operations and services. Your primary responsibility is to ensure smooth and efficient operations related to the capital market and provide excellent customer service to investors. Here are some key responsibilities typically associated with the role:
**Investor Relations**: You will interact with investors, address their queries, and provide assistance in opening new mutual fund accounts and setting up their online platforms.

**Account Management**: You will handle account maintenance tasks such as updating investor information, processing transactions (e.g., purchases, redemptions, switches), and managing fund transfers. Accuracy and attention to detail are crucial to prevent errors and ensure compliance with regulations.

**Transaction Processing**: You will be responsible for the accurate and timely processing of transactions, including purchases, sales, and transfers. This may involve verifying the necessary documentation, confirming transaction details, and liaising with relevant parties such as fund managers, custodians, and transfer agents.

**Record Keeping and Documentation**: You will maintain proper records of all investor transactions, communications, and other relevant documents. This includes maintaining an updated database of investor information, transaction history, and compliance records.

**Compliance and Regulations**: You will ensure adherence to regulatory guidelines and compliance requirements set by the relevant authorities. This involves staying up to date with regulatory changes, implementing necessary controls, and performing periodic audits to ensure compliance.

**Issue Resolution**: As a point of contact for investors for service requirements, you will handle and resolve any issues or complaints they may have. This requires effective communication, problem-solving skills, and a customer-centric approach.

**Reporting**: You will prepare various reports related to operations, investor activity, and performance analysis. These reports may be used for internal purposes or to meet regulatory requirements.

**Team Collaboration**: Depending on the size of the organization, you may work closely with other departments such as sales, marketing, compliance, and finance to ensure seamless coordination and effective service delivery.

In summary, as a service executive, you play a crucial role in managing investor relations, account maintenance, transaction processing, compliance, issue resolution, and reporting. Your goal is to provide exceptional service, ensure regulatory compliance, and contribute to the overall success of the mutual fund operations.

**Job Types**: Full-time, Fresher, Internship
Contract length: 6 months

**Salary**: ₹144,000.00 - ₹180,000.00 per year

**Benefits**:

- Flexible schedule

Schedule:

- Day shift
- Monday to Friday

Supplemental pay types:

- Performance bonus
- Yearly bonus

Ability to commute/relocate:

- Ernakulam, Kerala: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Have you worked in the mutual fund industry or any finance-related field before?

**Education**:

- Bachelor's (required)

**Experience**:

- total work: 1 year (preferred)
- Customer service: 1 year (preferred)

**Language**:

- English (preferred)
- Hindi (preferred)

License/Certification:

- Driving Licence (preferred)

Work Location: In person

**Speak with the employer**
+91 6282822676

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