Branch Operations Associate

Bandhan Amc; Coimbatore District, New Delhi; On-site; INR 300,000 - 500,000; Full time

Job summary

Bandhan Amc in Jamnagar, Gujarat, is looking for a professional to handle day-to-day branch operations. The role involves managing both front desk and back-end activities, coordinating with RTA for timely payouts, and overseeing service management among sales and distributors.

The ideal candidate should have 1-2 years of experience in the mutual fund or BFSI sector, be familiar with SEBI regulations, and hold NISM V A certification. Customer satisfaction is a key focus while upselling mutual fund products to clients.

Qualifications

• 1-2 years of experience in Mutual Fund or BFSI sector.
• Familiarity with mutual fund practices and SEBI regulations.

Responsibilities

• Manage day-to-day branch operations, including front desk activities.
• Coordinate with RTA for accurate processing and timely payouts.
• Oversee service management and coordination among sales and distributors.
• Handle branch administration tasks.
• Upsell mutual fund products to retail and HNI clients.
• Respond to customer queries with a focus on satisfaction.

Skills

Mutual Fund knowledge

Customer service

Regulatory compliance

Education

NISM V A

Job description

Role & responsibilities

Handling the day to day branch operations including front desk & back end activities

• Coordination with RTA for accurate processing & timely payouts while keeping regulations & compliance in place.
• Overall management of service & coordination amongst the sales and distributor who drive the business.
• Co‑ordination with the internal stake holders for smooth processing of transactions
• Managing branch admin activities
• Up sell Mutual fund products to both Retail/ HNI clients
• Respond to customer queries with customer satisfaction as the prime focus.

Preferred candidate profile

• 1-2 yrs. experience in Mutual fund/ BFSI
• Should be aware of the mutual fund practices, SEBI regulations & compliance.
• NISM V A