Work Experience Minimum of 2 years of experience in the financial services preferably in theMF industry.
Critical Skills Required Excellent verbal and written communication skills with passion for customer servicing Product & Process knowledge of MF Effective coordination skills Time Management.
To handle all kinds of written communication including regulatory requirements and assist customers to create a positive customer experience and building trust in the minds of investor to their utmost satisfaction.
Handling of generic and critical letters and analysing of query complaint followed by quick resolution.
Generic letters Receiving and responding to customer queries and complaints through written communication by contacting the investor.
Regulatory letters Responding to the information clarification sought by Regulatory Authorities like SEBI.
AMFI and Income Tax authorities through written communication
Dispatch of Account statements and other general requests Centralised process of printing and dispatching the Account statements and general requests for the requests received at call centre and maintaining records of the same.
Monitoring of KM updations Checking of updations done in the system (Knowledge Management) for latest updates and communications received