Investor Onboarding – KYC documents (Mutual Funds, Portfolio Management Services, Alternative Investment Funds )
Distributor relationship management
Handle all customer Distributor queries and escalations.
CRM management
Engage with multiple internal departments to resolve issues within specified TAT
Ensuring that all queries are resolved within pre-defined TAT
Decent Excel skills
Strong analytical and problem-solving skills
Excellent Communication skills
Good organizational and interpersonal skills, including ability to work effectively in a fast-paced dynamic business environment
High on energy, assertive and to be able to deal with multiple stakeholders
Graduate with 2-3 years of relevant work experience in similar role within BFSI
Experience of handling escalations of UHNI/HNI investors in BFSI at least for 1 years will be preferred
Job Type: Full-time
Pay: ₹250,000.00 - ₹500,000.00 per month
Benefits:
Health insurance
Provident Fund
Shift:
Day shift
Work setting:
In-person
Education:
Bachelor's (Preferred)
Experience:
total work: 2 years (Preferred)
Customer service: 3 years (Preferred)
Language:
English (Preferred)
Hindi (Preferred)
Work Location: In person
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