Customer Service

We are seeking an experienced professional to join our Global Asset Management team as a Customer Service representative in Gorakhpur, India.

Principal Responsibilities:

• Ensure timely and error-free reporting of transactions received at the Investor Service Centre.
• Manage customer communication effectively for timely resolution.
• Excel in distribution services and investor services with a special focus on corporate customers.
• Have close interface with service providers and highlight any discrepancies or gaps noticed on a timely manner.
• Explore and process efficiency suggestions and contribute to achieve customer delight.
• Comply with applicable regulatory requirements on qualifications required for the job profile.
• Contribute to the knowledge management initiative of the customer service team.
• Contribution to recruitments/contingency/leave planning.
• Ensure compliance to the process manual and FIM.
• Excel in the monthly reporting process.

Qualifications:

• A good understanding of mutual fund/security markets.
• NISM VA cleared with valid certification.
• Good verbal and written communication, team and interpersonal skills.
• The inclination to work in a client-facing role, with a bent of mind for ‘service’.
• Ideally a post graduate/minimum 2 plus years of experience in a client-facing role involving Service, Query Handling.
• Knowledge of local language will be an advantage.

Familiarity with AI-enabled tools is an advantage.