Client Services Executive (Indore)

Talent Leads Consultants; Indore District; On-site; INR 600,000 - 1,200,000; Full time

Job summary

Talent Leads Consultants is seeking a Client Services Officer for Chennai with 5 years of experience in mutual fund or AMC branch operations. You will manage over-the-counter transactions, ensure accurate documentation, and coordinate with RTA branches and sales teams.

The role requires strong MS-Office skills, familiarity with KYC/AML procedures, and experience with regulatory frameworks. You will support onboarding, provide product information, and handle investor queries via multiple channels.

Qualifications

• Graduate with minimum 5 years experience in branch operations for a Mutual Fund / AMC.
• Strong knowledge of MS-Office applications, especially Excel and Word.
• Familiarity with regulatory procedures, documentation, and AMC policy frameworks (KYC, AML, SID, KIM).
• NISM VA C certification would be preferred.

Responsibilities

• Accept and scrutinize financial and non-financial transactions over the counter; address queries of walk-in investors and distributors.
• Time-stamp applications and ensure system entries and dispatch to the RTA local branch.
• Coordinate with RTA branches and local sales team for queries and complaints; liaise between Sales/Branch CSO and RTA for quick resolution.
• Generate MIS reports on transactional data, rejections, follow-ups, and operations issues; provide timely updates to sales RMs.

Skills

MS-Office (Excel, Word)

Regulatory procedures familiarity

Education

Graduate

NISM VA C

Tools

Video KYC platform

MIS reporting tools

Job description

Job Description for Client Services Officer - Chennai

Key Responsibilities:

• Acceptance and scrutiny of financial and non-financial transaction over the counter. Addressing queries of walk-in investors and distributors.
• Time-stamping applications and ensuring necessary system entries and dispatch to RTA local branch
• Coordinate with RTA branches which are part of the corresponding Zone and with local sales team for their queries and complaints. Support the sales team w.r.t. new product information, regulatory changes etc. Liaison between Sales / Branch CSO and RTA for quick resolution of queries and grievances
• Regular update to sales RMs through MIS of transactions received, rejections, follow-ups and other operations issues
• Arranging monthly con-call with sales team and RTA to address ongoing concerns and conduct briefing on new processes
• Provide prompt and accurate details of products / schemes to investors and distributors. Ensure a good customer experience and effectively manage grievances / complaints, queries, etc. over phone / email / chat etc.
• Participate in IFA engagement program to activate dormant IFAs and mobilize business
• Manage the onboarding of investors through Video KYC platform of the AMC
• Provide feedback and suggestions on products / processes of peers and best practice sharing. Share ideas and suggestions on process automation and improvement of productivity
• Liaison and coordination with AMC branches and CSOs across India
• Generating MIS reports for the regulatory activities or transaction reporting
• Demonstrate high levels of quality and compliance

Educational Qualifications & Experience:

• Graduate with minimum 5 years experience in branch operations for a Mutual Fund / AMC
• Valuable knowledge of MS-Office applications especially MS-Excel and MS-Word
• Familiarity and experience managing regulatory procedures, documentation, and AMC policy frameworks (KYC, AML, SID, KIM etc.) will be preferred
• NISM VA c .