01Overview
Job Description:
Deputy Manager Client Services
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 valuable 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
Support the sales team w.r.t. current product information, regulatory changes etc. Liaison between Sales and RTA for quick resolution of queries and grievances
Participate in IFA engagement program to activate dormant IFAs 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 CSOs across India
Educational Qualifications & Experience:
Graduate with minimum 3 years experience in branch operations for a Mutual Fund / AMC
Should have worked in a AMC branch with retail and institutional presence
Valuable 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
Personal Characteris .
