Associate / Asst Manager- Client Operations

Job description

· To ensure timely and error free reporting of transactions received at the Investor Service Centre.
• Manage customer communication effectively in order to have timely resolution
• Explore and suggest cost saving initiatives and contribute to achieve customer delight
• Excel in distribution services & investor services with special focus on corporate customers
• Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner
• Comply with applicable regulatory requirements on qualifications required for the job profile
• Contribute to the knowledge management initiative of the customer service team.
• Contribution to recruitments / contingency / leave planning
• Ensure compliance to the process manual and FIM
• Excel in the monthly reporting process

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Desired profile

• A good understanding of mutual fund/security markets

• Good verbal and written communication, team and interpersonal skills

• The inclination to work in a client facing role, with a bent of mind for ‘service'

• Ideally a post graduate / minimum 2 plus years of experience in a client-facing role involving Service, Query Handling

• Knowledge of local language will be an advantage