Assistant Manager, Mutual Fund Branch Operations

Key Responsibilities:

• Process and accept transactions in accordance with the prescribed operational guidelines.
• Ensure strict adherence to transaction time-stamping guidelines.
• Ensure timely resolution of QRC cases and conduct outbound calls as per the defined service standards.
• Provide operational support to the Sales team, including brokerage structure assistance, distributor empanelment support, outbound calling for NFO campaigns, and other sales-related activities.
• Manage branch administration, including processing vendor invoices and branch-related expenses.
• Acquire and maintain up-to-date knowledge of products, new features, notices, circulars, and addendums, and ensure their effective implementation.
• Reprocess and resolve Not in Good Order (NIGO) applications within the defined turnaround time.

Qualification Criteria:

• 1+ Years of Experience in Branch Operations with Mutual Fund company or RTA or MFD
• Graduate or Post-Graduate
• NISM Series V A certified

Skill Sets:

• Customer Orientation
• Good Interpersonal & Communication skills
• Team Player
• Contribute through New Initiatives