Assistant Manager - Client Service

DSP Asset Managers Pvt. Ltd.; Delhi; On-site; INR 800,000 - 1,200,000; Full time

Job summary

DSP Asset Managers Pvt. Ltd. is seeking a talented individual to support the Delhi Client Service team, managing approximately 28,480 Crores AUM. This role involves executing all client service functions, handling complex queries, and front desk operations. Ideal candidates will possess a graduate degree with a Commerce background or an MBA in Finance, alongside 7-10 years of relevant experience in the mutual fund industry or banking. The position emphasizes a positive attitude, strong communication skills, and a disciplined approach.

Qualifications

• 7-10 years of experience, preferably in the Mutual Fund sector or banks.

Responsibilities

• Support the Delhi Client Service team and manage AUM.
• Execute client service functions including petty cash and vendor payments.
• Handle front desk activities and client inquiries.
• Fill deposit slips and manage cheque banking.
• Manage inbound/outbound calls and complex queries.
• Coordinate with different functions and resolve sales team queries.

Skills

Positive attitude

Good communication skills

Desire to learn and excel

Mutual Fund industry experience

Education

Graduate with Commerce Stream/MBA Finance

Job description

What is the roles objective?

• Supporting the Delhi Client Service team. AUM is approx. 28480 Crores
• In addition, Meerut AUM is about 188 Crores which is also handled by Delhi.
• To be able to execute all client service functions at Delhi office including handling of petty cash / vendor payments.
• To support front desk activities like acceptance & time stamping of applications, handling walk in clients for their queries and complaints. Proper scrutiny & other quality checks for an application form. Ability to complete standard verification from client/distributor.
• Filling of deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the TITAN reporting system.
• Should be able to handle inbound/ outbound calls. Should be able to independently handle complex queries/ escalations from MFDs/ Investors / Sales team
• Branch Administration related work/ correspondence with different functions.
• Ability to coordinate and work with Registrar/Head Office/ Vendors/ MFDs.
• Coordination with Sales team and resolving their queries.

What skills do you need to possess?

• Positive attitude and disciplined approach.
• Good communication skills.
• Desire to learn and excel.
• Relevant Mutual Fund industry experience only

What is the prior experience expected?

7-10 years. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate with Commerce Stream/MBA Finance