Customer Support Officer -Distribution Sales Channel

Customer Support Officer -Distribution Sales Channel

2 Nos.
96963
Full Time
2.0 Year(s) To 5.0 Year(s)
4.50 LPA TO 5.00 LPA
ITES / BPO / KPO / Customer Service / Operations
Banking/Financial Services
Job Description:

Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR – 38, NFT
rejection
2. Pending & Exemptions for Financial Transaction and Excess Credit / Short
Credit
3. Attending walking distributor & investor, Accepting Transactions / Queries
4. Resolving queries & complaints received from different modes like Calls,emails,
whatsapp,Twitter, exchange and update the same in Query Report.
5. Additional activities related to operations & compliance dept.
6. Follow up with CAMS for pending queries & complaints
7. Pickup & Drop Service Planning for Direct / Regular Investor & Distributor and
Submission of Applications to cams
8. Looking into queries for ARN empanelment, Self Declaration, Brokerage
Related, COBM in Brokerage payout.
9. Maintaining sufficient stock of Applications , Factsheet
10. Maintaining All Notices and circulars in Branch.
11. Providing pre and post sales help to distributor for smooth operation
12. Calling for ARN Validity Expire , Brokerage Recovery, Invalid EUIN, Invalid
KYC Data
13. Maintaining Investor friendly Atmosphere and proper coordination between
Team and Branch Staff
14. Guiding distributor for distributor app, form fill for offline trxn & guiding for online empanelment.

 

Experience Required: 2 + Years of relevant experience in the Mutual Fund
Industry.Direct Credit Rejection, Red Payout Authorisation
Graduate/ Should be NISM Certified.
Should have good communication skills

Company Profile

The client is a boutique investment advisory firm incorporated in 1992. It  is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers.

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