Customer Support Officer -Distribution Sales Channel

Job Summary

PPFAS Asset Management (PPFAS AMC) has been promoted by Parag Parikh Financial Advisory Services Pvt. Ltd. (PPFAS Ltd.), a boutique investment advisory firm incorporated in 1992. PPFAS Ltd. is also amongst India's earliest SEBI Registered Portfolio Management Service (PMS) providers.

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

Ahmedabad