Customer Service

3 days ago

Mumbai, India UpMan Placements Full time

Job Location
- Mumbai
- Experience (in Years)
- 3 - 6
- Job Type
- Full Time

**Job Description**:
Core Purpose of the Role:

- Handling investor / customer related queries / complaints
- Managing RTA including call centre, Banking, AMC branches customer service personnel
- Monitoring Service Level Agreement (SLA) of RTA including call centre, Banks
- Handling interaction with the Registrar and Transfer Agent (RTA) of the Mutual Fund (MF) and managing the

day to day relationship with RTA
- AMC Branch coordination - to exercise daily controls, ensure mínimal complaints and quick resolution
- Handling customer service executives of the AMC branches
- Handling various day to day MF transaction activities including queries / complaints / handling and monitoring

SEBI Complaints Redress System (SCORES)
- Overseeing / coordinating MF call centre operations (outsourced)
- Training call centre personnel including monitoring their activities and handling evaluation of Call Centre Agents

Performance
- Mutual fund brokerage checks and processing
- Prior hands on experience of working on KFIn (erstwhile Karvy) systems (Kbolt etc.) would be an added

advantage
- Contribute and participate in RTA service evaluation calls
- Cash management function i.e. coordinating with various Asset Management Company (AMC) branch locations /

RTA locations / Banks / Stock Exchanges for daily inflows / outflows of funds
- Managing day to day relationship with MF bankers

distributor related queries
- Exercise control over various reconciliations provided by service providers such as mutual fund bank accounts, unit capital

About Company

Upman Placements is a firm of Researcher & Recruitment Specialists. The company started life in 2002 in India as a recruitment specialist firm. The company has built a stellar reputation for high ethical standards, a specialized focus and unparalleled service. Emerged As one of the only truly global specialized staffing firms focusing exclusively in professional positions for our clients spread across more than 20 countries with a sizable presence across industry levels. With footprints in competitive markets of India, Europe, United Kingdom, Middle East, Singapore, Malaysia, Philippines, Indonesia, Brunei and East & Central African countries.

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