Key Accountabilities:
- Manage the local branch and upcountry locations in terms of operations, stakeholder management, customer service, sales escalations etc.
- Perform branch operation functions such as receiving/ verifying applications and time stamping.
- Ensure timely follow-up and closure on any pending requests for self and team
- Generating MIS reports for the zone and sharing with sales head as per request
- Dispatch of account statements, statutory disclosures, factsheets etc. to investors / distributors for the respective branch
- Provide prompt and accurate details of products / schemes to investors and distributors.
- Ensure a good customer experience and effectively manage grievances / complaints.
- Attend to branch walk-in customers and queries over phone / email
- Manage the admin function of the branch in terms of vendor management, general coordination with admin function, etc.
- Maintaining addendum and important notices, circulars at branch level
- Liaison between Sales and RTA for quick resolution of queries and grievances
- Participate in IFA engagement program to activate dormant IFA's and mobilize business
- Provide feedback and suggestions on products / processes of peers and best practice sharing.
- Share ideas and suggestions on process automation and improvement of productivity
- Demonstrate high levels of quality and compliance
- Liaison and coordination with AMC branches and CSO's across India
Educational Qualifications & Experience:
- Minimum 3 years' experience in branch operations for a Mutual Fund / AMC
- Should have worked in a AMC branch with retail and institutional presence
- Good knowledge of MS-Office applications especially MS-Excel and MS-PowerPoint
- Familiarity with regulatory procedures, documentation, and frameworks (KYC, AML etc. ) will be ideal
- NISM VA certified
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