Executive Client Response

Rafaga Infoknowledge; Pune District; On-site; INR 279,000 - 446,000; Full time

Job summary

Rafaga Infoknowledge in Pune, Maharashtra invites applications for a role in Acceptance & time stamping of applications, client queries and cheque banking support. The candidate will perform standard verification and quality checks while ensuring smooth handling of walk-in customers.

Ideal candidates hold BCom and MBA in Finance, with experience in Mutual Fund Operations, banking and asset management, and knowledge of NISM courses; proficient in MS Office and strong communication skills.

Qualifications

• BCom and MBA in Finance are required.
• Experience in Mutual Fund Operations and knowledge of Mutual Fund products.
• Industry experience in Banking, Mutual Fund and Asset Management.
• NISM qualification is preferred (Passed of NISM Course).
• Strong MS Office skills.
• Good communication abilities.

Responsibilities

• Acceptance and time stamping of applications.
• Handling walk-in clients for queries and complaints.
• Scrutiny and quality checks for application forms.
• Complete standard verification from client/distributor.
• Handling cheque banking.

Skills

Communication skills

Mutual Fund Operations knowledge

Education

B.Com

MBA in Finance

Tools

MS Office

Job description

Acceptance & time stamping of applications, handling walk in clients for their queries & complaints, Proper scrutiny & other quality checks for an application form, complete standard verification from client/distributor, handling cheque banking

Required Candidate profile

• BCom & MBA in Finance
• Exp in Mutual Fund Operations, Knowledge of Mutual Fund
• Industry exp in Banking & Mutual Fund, Asset Management
• Passed of NISM Course
• Well versed MS Office
• Good Commun skills