Customer Support Officer -Distribution Sales Channel
Parag Parikh Financial Advisory Services Ltd. · Mumbai · onsite · Posted 69d ago
Undisclosed2–7 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Responsibilities
- Direct Credit Rejection, Red Payout Authorisation (Red Alert), MIR - 38, NFT rejection
- Pending Exemptions for Financial Transaction and Excess Credit / Short Credit
- Attending walking distributor investor, Accepting Transactions / Queries
- Resolving queries complaints received from different modes like Calls, emails, WhatsApp, Twitter, exchange and update the same in Query Report
- Additional activities related to operations compliance dept.
- Follow up with CAMS for pending queries complaints
- Pickup Drop Service Planning for Direct / Regular Investor Distributor and Submission of Applications to cams
- Looking into queries for ARN empanelment, Self Declaration, Brokerage Related, COBM in Brokerage payout.
- Maintaining sufficient stock of Applications, Factsheet
- Maintaining All Notices and circulars in Branch.
- Providing pre and post sales help to distributor for smooth operation
- Calling for ARN Validity Expire , Brokerage Recovery, Invalid EUIN, Invalid KYC Data
- Maintaining Investor friendly Atmosphere and proper coordination between Team and Branch Staff
- Guiding distributor for distributor app, form fill for offline trxn guiding for online empanelment.
Qualifications
- Experience Required: 2 + Years of relevant experience in the Mutual Fund Industry.
- Graduate in any stream
- Latest NISM Certification.
- Should have excellent written and spoken communication skills
Job Location
- Raipur
- Vizag
- Mumbai
- Indore
- Bangalore
- Ernakulam
- Bhopal
- Pune
- Nashik
- Nagpur
- Surat
- Baroda
- Rajkot
- Ahmedabad
- Goa
- Noida
- Hyderabad
- Coimbatore
- Chennai
- Kochi
- Belgaum
- Mysore
- Trichy
- Delhi
- Gurgaon
- Jaipur
- Lucknow
- Kanpur
- Varanasi
- Dehradun
- Udaipur
- Ludhiana
- Agra
- Gandhi Nagar
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Customer SupportAsset ManagementChannel SalesMutual FundsFinancial AdvisoryPortfolio ManagementInvestment AdvisorySalesQuery Resolutionfinance
About Parag Parikh Financial Advisory Services

Parag Parikh Financial Advisory Services Ltd.
Financial Services
175
employees
1985
41 years old
Mumbai
India
₹7.2L PA avg
Avg at Parag Parikh Financial Advisory Services
About
Parag Parikh Financial Advisory Services Ltd (PPFAS) operates as a mutual fund and financial advisory firm, offering investment management and wealth creation solutions. The company focuses on long-term value investing, transparency, and investor-centric practices. Through its PPFAS Mutual Fund, it provides diverse financial products and services designed to help individuals and institutions achieve sustainable financial growth.
Industries
Financial Services
Employee ratings
10 reviews
3.9/ 5
Culture
4.1
Career growth
3.9
Work-life
4.1
Employees rate it well for
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