Officer - Client Service

DSP Asset Managers Pvt. Ltd.; Mumbai Suburban; On-site; INR 300,000 - 600,000; Full time

Job summary

A leading asset management firm is seeking an experienced client response professional for its Mumbai branch. This role involves executing client functions, handling cash, and assisting with applications and queries. The ideal candidate should be a graduate with 5-6 years of experience in mutual funds or banking and possess strong communication skills. Join us to contribute to our client-focused services.

Qualifications

• 5-6 years of experience, preferably from Mutual Fund or Banking background.
• Good communication skills.
• Desire to learn and excel.

Responsibilities

• Execute client response functions at front desk.
• Handle petty cash and vendor payments.
• Coordinate with Sales team and resolve their queries.
• Handle inbound/outbound calls.
• Branch administration related work/ correspondence with different functions.
• Coordinate and work with Registrar/Head Office/ Vendors.
• Coordinate with Sales team and resolve their queries.

Skills

Positive attitude

Good communication skills

Desire to learn

Education

Graduate

Job description

What is the roles objective?

• To be able to execute all client response functions at front desk of Mumbai Branch including handling of petty cash / vendor payments.
• 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 deposit slip and handling cheque banking as per guidelines. Reporting of large value transactions through the system.
• Should be able to handle in bound/ 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?

5-6 years. Preferably from Mutual Fund Background or from Banks

What qualification you should have?

Graduate