Deputy Manager Customer Service (Jaipur)

Job Description: POSITION: Deputy Manager Customer Service Reports to (Position): Manager Customer Service Position Purpose: Managing branch operations and customer service. Being the liaison to the RTA and Sales Team for the location / zone. Principal Accountabilities : - Perform branch operation functions such as receiving/ verifying applications and time stamping. Ensuring timely submission to local RTA branch and reporting of the same in AMC CRM. - Dispatch of account statements, statutory disclosures, application forms, factsheets etc. to investors / distributors - Provide prompt and accurate details of products / schemes to investors / distributors - Attend to branch walk-in/ phone/ emails from investors / distributors. Ensure a good customer experience and effectively manage grievances / complaints - Manage the admin function of the branch in terms of petty cash, vendor management, general coordination with admin function, etc. - Support the sales team w.r.t. new product information, regulatory changes etc. - Participate in IFA engagement program to activate dormant IFAs and mobilize business - Manage the onboarding of investors through Video KYC platform of the AMC - Provide feedback and suggestions on products / processes of peers and best practice sharing - Demonstrate high levels of quality and compliance - Share ideas and suggestions on process automation and improvement of productivity - Liaison and coordination with AMC branches and CSOs across India - Knowledge, Skills, Competencies, and Certifications Minimum 2 years experience in branch operations for a Mutual Fund / AMC Positive knowledge of MS-Office applications especially MS-Excel Familiarity with regulatory procedures, documentation and knowledge of KYC is required NISM Series V - Mutual Funds Distributor Module certified Certifications NISM Series V - Mutual Funds Distributor Module certified Competencies Excellent Communication Collaboration Innovation & Continuous Improvement Cl .