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