Manager - Customer Service

4 months ago

Mumbai, India OppenheimerFunds Distributor, Inc Full time

Description

Your Team
The customer service team is responsible for client onboarding, transaction processing and liasion with the RTA for post sales service related queries.

Your Role
The CSO will manage the front office and responsbile for accepting and processing of transactions and client onboarding + sales support.

You Will Be Responsible For:
 

Manage all the regulatory activities such as STR, CTR, QTR and other reporting to SEBI / AMFI / Compliance. Generate MIS reports for the team and prepare dashboards for senior management and Board presentations. Understand the complete branch operation functions such as receiving/ verifying applications and time stamping. Be the RTA liaison for the Ops teams and coordinate centrally for escalations from branches. Generating MIS reports for the zone and sharing with sales head as per request. Support the sales team w.r.t. new product information, regulatory changes etc. Liaison between Sales and RTA for quick resolution of queries and grievances Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity


The Experience You Bring:

Graduate with minimum 3 years’ experience in branch operations for a Mutual Fund / AMC Should have worked in a AMC branch with retail and institutional presence Expert knowledge of MS-Office applications especially MS-Excel and MS-PowerPoint Thorough knowledge of regulatory procedures, documentation, and frameworks (KYC, AML etc.) NISM VA certified


General Role Profile
•Manages Business Services employees
•Sets priorities for the Team to ensure task completion
•Coordinates work activities with other Team Leaders

Knowledge
•Requires understanding and application of fundamental business concepts and procedures and practices in own job family

Business Acumen
•Applies understanding of how own Team is impacted by upstream work of other Teams

Problem Solving
•Uses judgment to identify and resolve day-to-day problems where problems are typically well-defined and of limited scope and complexity

Impact
•Impacts the level of service and own Team’s ability to meet quality, volume, and timeliness objectives within own Area

Leadership
•Has formal supervisory responsibilities
•Sets priorities and coaches staff to meet deadlines

Influence and Partnership
•Uses tact and diplomacy to exchange information and address sensitive issues
•May be required to interact with outside customers, vendors, or suppliers

Full Time / Part Time

Full time

Worker Type

Employee

Job Exempt (Yes / No)

No

Workplace Model


At Invesco, our workplace model supports our culture and meets the needs of our clients while providing flexibility our employees value. As a full-time employee, compliance with the workplace policy means working with your direct manager to create a schedule where you will work in your designated office at least four days a week, with two days working outside an Invesco office. 

Why Invesco

In Invesco, we act with integrity and do meaningful work to create impact for our stakeholders. We believe our culture is stronger when we all feel we belong, and we respect each other’s identities, lives, health, and well-being. We come together to create better solutions for our clients, our business and each other by building on different voices and perspectives. We nurture and encourage each other to ensure our meaningful growth, both personally and professionally. 

We believe in diverse, inclusive, and supportive workplace where everyone feels equally valued, and this starts at the top with our senior leaders having diversity and inclusion goals. Our global focus on diversity and inclusion has grown exponentially and we encourage connection and community through our many employee-led Business Resource Groups (BRGs).

What’s in it for you? 

As an organization we support personal needs, diverse backgrounds and provide internal networks, as well as opportunities to get involved in the community and in the world. 

Our benefit policy includes but not limited to: 

Competitive Compensation  Flexible, Hybrid Work  30 days’ Annual Leave + Public Holidays  Life Insurance  Retirement Planning  Group Personal Accident Insurance  Medical Insurance for Employee and Family  Annual Health Check-up  26 weeks Maternity Leave  Paternal Leave  Adoption Leave  Near site Childcare Facility  Employee Assistance Program  Study Support  Employee Stock Purchase Plan  ESG Commitments and Goals  Business Resource Groups  Career Development Programs  Mentoring Programs  Invesco Cares  Dress for your Day 

In Invesco, we offer development opportunities that help you thrive as a lifelong learner in a constantly evolving business environment and ensure your constant growth. Our AI enabled learning platform delivers curated content based on your role and interest. We ensure our manager and leaders also have many opportunities to advance their skills and competencies that becomes pivotal in their continuous pursuit of performance excellence. 

To know more about us 

About Invesco:

About our Culture:

About our D&I policy:

About our CR program:

Apply for the role @ Invesco Careers :

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