Officer - Client Service

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What is the roles objective?

• To be able to execute all Client Service functions at the front desk of Ludhiana Branch including handling of petty cash / vendor payments.
• The RR locations of Amritsar and Jallandhar also route all their queries to Ludhiana
• Acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
• Filling of deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the TITAN reporting system.
• Should be able to handle inbound/ outbound calls.
• Branch Administration related work / correspondence with different functions.
• Ability to coordinate and work with Registrar/Head Office/ Vendors.
• Coordination with Sales team and resolving their queries.

What skills do you need to possess?

• Positive attitude and disciplined approach.
• Good communication skills.
• Desire to learn and excel.

What is the prior experience expected?

Minimum 6 months to max 2 years. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate with Commerce Stream/MBA Finance