Investor Services Team Member
2 days ago
Team Member, IS
JOB DESCRIPTION
JOB TITLE Team Member – Investor Services
Reports to Team Manager – Investor Services
No of Direct reportees Nil
Department Operations
Position Grade Range Executive/ Assistant Manager (May vary based on experience)
JOB PU
JOB PURPOSE:
JOB PURPOSE:
· To manage customer interactions centrally received at the branches in coordination with the Registrars and various internal / External vendors
JOB ROLE :
· To manager customer interactions received by way of Calls, Walkins, Emails etc., as per the laid down SOP's and within the regulatory framework
· To manager investor /distributor relation at the branch level, create value for internal and external stakeholders.
· Efficient and Error free transaction acceptance, ensuring no deviation in KYC acceptance and processing
EDUCATIONAL QUALIFICATION & EXPERIENCE
· Graduate/ Post Graduate with 2 -3 years of related experience.
· NISM Certification is mandatory
PERSONAL ATTRIBUTES
· Good communication skills
· Ability to do multi-tasking
· Should have Positive approach
· Delivers quality service & follows customer needs
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