Customer Service Manager

Key Responsibilities:

• Provide world-class customer service to the clients with timely resolution of queries and proactive engagement, striving to exceed client expectations
• Maintaining and improving existing Investment Products operational processes.
• Client onboarding including KYC, Online/offline execution of financial transactions of clients. Processing transactions of AIF, PMS, Mutual Fund and reconciliation.
• Monitor and analyse Mutual Fund Operational data and Reports.
• Develop and maintain strong relationships with RTAs, mutual fund companies & clients.
• Checking and uploading AMFI/SEBI reporting and Handling compliances.
• Set appropriate timeline expectations for requests and follow-up within that time frame when necessary
• Ability to handle a high volume of requests in a fast-paced environment
• Keep current on regulatory Compliance and company guidelines and apply to all activity to ensure risk mitigation
• Adhere to all company processes and policies, regulatory compliance and carry the organizations brand through developed functional and behavioral skills
• Work with your line manager and HR to identify personal development and training needs

Qualification:

• Bachelors or masters degree in finance, business administration, or a related field.
• 3+ years of experience in Mutual Fund Customer Service & Operations
• Certification or additional qualification in mutual funds or operations management will be an added advantage. Excellent communication and interpersonal skills to collaborate with internal and external stakeholders effectively.
• Ability to work in a fast-paced and dynamic environme