Assistant Manager - Client Service

DSP Investment Managers Pvt Ltd; Delhi; On-site; INR 800,000 - 1,500,000; Full time

Job summary

DSP Investment Managers Pvt Ltd is looking for a candidate to support the client service team in Delhi. The role requires executing various client service functions, handling complex queries, and coordinating with sales and other functions. Applicants must have a positive attitude, good communication skills, and experience in the mutual fund industry, ideally with 7-10 years of experience. A graduate in Commerce or an MBA in Finance is preferred.

Qualifications

• 7-10 years of experience in the Mutual Fund or Banking background.

Responsibilities

• Support the Delhi Client Service team and execute client service functions.
• Handle inbound/outbound calls and complex queries from clients.
• Coordinate with Registrar/Head Office and Sales team.

Skills

Positive attitude

Good communication skills

Desire to learn and excel

Relevant 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