Associate- Branch Operations

Location

Mumbai | India

Job description

As an Associate - Branch Operations, you will be responsible for handling the day-to-day branch operations, including front desk and backend activities. Your key activities will include:

• Coordination with CAMS for accurate processing and timely payouts, while ensuring compliance with regulations
• Overall management of service and coordination among sales and distribution teams
• Coordination with internal stakeholders for smooth processing of transactions
• Managing branch administration activities
• Upselling Mutual Fund products to both retail and HNI clients
• Responding to customer queries with a focus on customer satisfaction

Candidate Qualifications:

• Education: Graduate
• Additional Certifications/Trainings: NISM V A
• Prior Experience: Minimum 1-2 years of experience in the Mutual Fund or BFSI domain
• Domain Knowledge: Strong understanding of mutual fund practices, SEBI regulations, and compliance
• IT Skills: Proficiency in Excel

Required Skills:

• Team player
• Excellent verbal and written communication skills
• Ownership and execution
• Process improvement
• Ability to deal with ambiguity and solve unstructured problems

Job tags

Salary