Designation: Executive/Sr. Exectuive/Asst. Manager/Manager

Roles and Responsibility:

  • Give a welcome call to IFA(Individual Financial Advisor) once he uploads data for the first time post his on-boarding and take the valuable feedbacks.
  • Based on the feedbacks received and query raised follow up and co-ordinate with the other team members to give solution to IFA.
  • Follow up with tech team for queries raised by IFA related to AUM Reconcilliation, RTA Upload.
  • Maintain and keep a track on IFA’s who are not uploading the data regularly. Connect with them for the same.
  • Creation of Partner Portal for IFA
  • Update the product code as per the new schemes/merged schemes in AMC’s
  • Mapping of transaction type related to various schemes(redemption/purchase) and provide the same to tech team.

 Requisite Experience:

  • Fresher to 3 years of experience in Client Servicing Mutual Fund.
  • 2 to 5 years of experience in handling various mutual fund softwares
  • Fresher with NISM-AMFI certified

Qualifications Required:

  • Any Graduate.

Additional Qualification:

  • Tech Savy.
  • CIT certification

Personal Traits:

  • Good Communication Skills, Soft Spoken, good with telephonic conversation.
  • Personal Finance Domain knowledge.
  • Comfortable to work under pressure.
  • Organised
  • Analytical Thinking.
  • Problem Solving Skills
  • Accuracy