Customer Service & Branch Ops - Chennai

Invesco MF; Chennai; On-site; INR 450,000 - 700,000; Full time

Job summary

Invesco MF in India seeks a Customer Services and Branch Operations professional to manage over-the-counter transactions, respond to queries, and ensure accurate processing for investors and distributors.

You will coordinate with RTA branches, support the sales team with product information, handle onboarding via KYC platforms, and maintain compliant records.

The role requires attention to detail, strong communication, and a proactive approach to resolve grievances and improve process efficiency.

Qualifications

• Graduate with 3–5 years’ branch operations experience in Mutual Fund/AMC.
• Strong MS-Office skills, especially Excel and Word.
• Familiar with KYC/AML, SID, KIM, and other AMC policies.
• NISM VA certified.
• Excellent English communication (verbal and written).
• Attention to detail and proactive attitude.

Responsibilities

• Acceptance and scrutiny of financial and non-financial transactions over the counter.
• Address queries of walk-in investors and distributors.
• Time-stamping applications and dispatch to RTA local branch.
• Coordinate with RTA branches and local sales teams.
• Provide product information and regulatory updates to the sales team.
• Liaison between Sales/Branch CSO and RTA for queries and grievances.
• Generate MIS reports for regulatory activities and transaction reporting.
• Demonstrate high levels of quality and compliance.

Skills

MS Office

MS Excel

MS Word

Communication skills

English proficiency

Listening ability

Attention to detail

Proactiveness

Team coordination

Education

Graduate

NISM VA certified

Tools

MS Office Suite

Job description

Position:

Customer Services& Branch Ops

Principal Accountabilities:

• Acceptanceand scrutiny of financial and non-financial transaction over the counter.Addressing queries of walk-in investors and distributors.
• Time-stampingapplications and ensuring necessary system entries and dispatch to RTA localbranch
• Coordinatewith RTA branches which are part of the corresponding Zone and with local salesteam for their queries and complaints. Support the sales team w.r.t. newproduct information, regulatory changes etc. Liaison between Sales / Branch CSOand RTA for quick resolution of queries and grievances
• Co-ordination with the Banking Recon team for funds confirmation and updatingstakeholders. Regular update to sales RMs through MIS of transactions received,rejections, follow-ups and other operations issues
• Arrangingmonthly con-call with sales team and RTA to address ongoing concerns andconduct briefing on new processes
• Provideprompt and accurate details of products / schemes to investors anddistributors. Ensure a good customer experience and effectively managegrievances / complaints, queries, etc. over phone / email / chat etc.
• Participatein IFA engagement program to activate dormant IFA’s and mobilize business
• Manage theonboarding of investors through Video KYC platform of the AMC
• Providefeedback and suggestions on products / processes of peers and best practicesharing. Share ideas and suggestions on process automation and improvement ofproductivity
• Liaison andcoordination with AMC branches and CSO’s across India
• GeneratingMIS reports for the regulatory activities or transaction reporting
• Demonstratehigh levels of quality and compliance

Knowledge, Skills, Competencies, andCertifications:

• Graduatewith minimum 3-5 years’ experience in branch operations for a Mutual Fund / AMC
• Goodknowledge of MS-Office applications especially MS-Excel and MS-Word
• Familiarityand experience managing regulatory procedures, documentation, and AMC policyframeworks (KYC, AML, SID, KIM etc.) will be preferred
• NISM VA certified
• Excellentcommunication skills with good command over English (verbal and written)
• Abilityto listen and convey information effectively
• Strongattention to detail and quality
• Proactiveindividual with high levels of motivation and energy