Officer - Client Service

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

Job summary

A financial services firm is seeking a front desk Client Service executive to manage operations in Udaipur. The role involves handling inquiries, coordinating communications, and executing client service functions. Successful candidates should have a positive attitude, strong communication skills, and a desire to excel in a dynamic environment. A graduate degree, particularly in Commerce or MBA Finance, along with some relevant experience is preferred. Join our team to take your career to the next level.

Qualifications

• Minimum 6 months to max 1 year of experience, preferably from Mutual Fund Background or Banking.
• Ability to handle inbound/outbound calls efficiently.
• Experience in client service at a front desk.

Responsibilities

• Execute all Client Service functions at the front desk.
• Handle petty cash and vendor payments.
• Coordinate with Sales team and resolve their queries.
• Perform scrutiny and quality checks for application forms.

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 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