Sales Support,Opeartions

Role & responsibilities

Job Role & Responsibilities

• Handling customer/distributors queries/complaints over email/phone.
• Maintaining SIP/ Daily sales report.
• Handling new empanelment’s.
• Follow up for hold/rejected investment applications.
• Accepting, Scrutinizing and Time Stamping of Commercial Transaction Requests (Purchase,

Redemption, Switches, SIPs, SWPs, STPs, etc.)

• Processing of Non-Commercial Transactions.
• Time management for different transactions according to regulatory cut-offs.
• Generation of Account Statements for Investors and Brokers.
• Maintaining Daily and Monthly MIS Reports of all Commercial and Non-Commercial Transactions,

KYCs, Emails sent, Phone Calls, Investor Walk-Ins, NFO data, Time Stamp Machine Records, etc.)

• Confirming receipt of credits in the bank.
• Issuing month end balance confirmation letters.
• Comply with audit and regulatory laws.

Job Requirement

• Good Excel skills
• Experience in handling investors queries.
• Basic understanding of Mutual Fund.
• Good command over English (Verbal & Written)
• Ability to co-ordinate, develop rapport and get work done from cross functional teams.
• Must be able to work with tight deadlines.
• Problem solving skill.