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Job Description
What is the roles objective
- To be able to execute all Client Service functions at the front desk of Kanpur Branch including handling of petty cash / vendor payments.
- 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.
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- 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
Skills
SalesFrontPaymentsReportingBranch AdministrationIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
About Company
DSP Investment Managers Private Limited is an Indian asset management company. It is a subsidiary of DSP Merrill Lynch, a joint venture between DSP Group and Merrill Lynch.
Important dates & deadlines?
Application Deadline
05 Jun 26, 01:34 PM IST
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