Officer - Client Service

DSP Asset Managers Pvt. Ltd.; Jaipur; In loco; INR 300.000 - 400.000; Tempo pieno

Descrizione del lavoro

A financial services company in Jaipur is looking for a Client Service Associate. The role involves executing various front desk functions, managing petty cash, handling client applications, and dealing with vendor payments. Ideal candidates should possess a positive attitude, good communication skills, and a desire to learn. A commerce graduate or MBA in Finance with up to one year of relevant experience is preferred. The position offers an opportunity for growth in a dynamic environment.

Competenze

• Minimum 6 months to max 1 year experience, preferably in Mutual Fund or Banking.

Mansioni

• Execute Client Service functions at the front desk.
• Handle petty cash and vendor payments.
• Acceptance and time stamping of applications.
• Handle inbound/outbound calls.
• Coordinate with Registrar/Head Office and Sales team.

Conoscenze

Positive attitude

Good communication skills

Desire to learn

Formazione

Graduate with Commerce Stream/MBA Finance

Descrizione del lavoro

What is the roles objective?

• To be able to execute all Client Service functions at the front desk of Jaipur Branch including handling of petty cash / vendor payments.
• The RR locations of Ajmer, Udaipur and Kota also route all their queries to Jaipur
• 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.
• Branch Administration related work / correspondence with different functions.
• Ability to coordinate and work with Registrar/Head Office/ Vendors.
• 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.

What is the prior experience expected?

Minimum 6 months to max 1 year. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate with Commerce Stream/MBA Finance