Assistant Manager Branch Operations
Ahmedabad, GJ, IN, 380015
- To ensure timely and error free reporting of transactions received at the ISC.
- Act as a point of Escalation and keep a track of high aging cases for the locations mapped and ensure responses are sent in line with complaints Policy.
- To ensure the locations mapped are uniformly following BAU & are strictly adhering to audit requirements.
- To have regular meetings with MFD’s to create awareness of self-service options & latest regulations.
- To use the CRM(SFDC) appropriately & ensure team uses it to capture all activities, complaints, queries & monitor ageing & tagging accordingly.
- To Handle Institutional desk, if applicable & ensure institutional transactions are handled as per the set process. Ensure daily coordination with corporate customers and provide best in class services.
- Manage customer communication effectively to ensure timely resolution.
- Explore and suggest initiatives that contribute to achieve customer delight.
- Interact closely with Mutual Fund Distributors and Sales team to ensure that there is no lapse in service.
- Have close interface with service providers and highlight any discrepancies of gaps noticed on a timely manner.
- Enhance Customer Service experience through increased sensitivity in managing customer/ distributor interfaces.
- Ensure appropriate record keeping of documents and all branch Controls are maintained in a manner that no adverse comment is marked in Audits.
- Contribute to projects assigned and complete the same as per the Project plan.
- A Graduate/ postgraduate with minimum of 2 yrs. of experience in Finance Industry
- NISM Series V-A mutual fund Distributors certification
- Experience in Customer interface
- Trained in MS office
- Communication skills and command over the English language