Officer - Client Service

DSP Investment Managers Pvt Ltd; Ludhiana; On-site; INR 279,000 - 390,600; Full time

Job summary

A leading financial services company in Ludhiana is seeking a Client Service Executive to manage front desk operations, including handling inbound and outbound calls, and coordinating with various teams. Candidates should have a graduate degree in Commerce or an MBA in Finance, with 6 months to 2 years of relevant experience. Strong communication skills and a positive attitude are essential for this role.

Qualifications

• Minimum 6 months to max 2 years of experience, preferably from Mutual Fund or Banks.

Responsibilities

• Execute all Client Service functions at the front desk.
• Handle inbound/outbound calls and customer queries.
• Coordinate with different teams including Sales and Vendors.

Skills

Positive attitude

Good communication skills

Desire to learn and excel

Education

Graduate with Commerce Stream

MBA Finance

Job description

What is the roles objective?

• To be able to execute all Client Service functions at the front desk of Ludhiana Branch including handling of petty cash / vendor payments.
• The RR locations of Amritsar and Jallandhar also route all their queries to Ludhiana
• 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 2 years. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate with Commerce Stream/MBA Finance