PMS Operation

Avani Consulting; Surat; On-site; INR 540,000 - 660,000; Full time

Job summary

Avani Consulting in Surat seeks a Branch Relationship Manager- PMS Ops to handle mutual fund operations with focus on onboarding, escalation handling and robust customer service. The role requires 1–3 years in financial services, preferably MF, and strong relationship management across distributors and walk-in clients.

The candidate will ensure compliance, manage inquiries within TAT, and contribute to achieving sales targets through effective cross-selling while maintaining high service

Qualifications

• Graduate or Post Graduate with 1–3 years of experience in financial services, preferably in mutual funds.
• CTC up to 6 LPA as stated in the job listing.
• Location: Surat, Gujarat, India.

Responsibilities

• Provide best-in-class customer service and ensure customer delight.
• Manage PMS operations and compliance, including onboarding (physical and digital) and escalation management.
• Cross-sell products and maximize sales through mapped distributors and walk-in customers.
• Perform operational activities per organizational guidelines and maintain records with zero errors.

Skills

Relationship Management

Communication Skills

Multi Tasking

Time Management

MF operations knowledge

Customer orientation

Problem Solving

Compliance adherence

MF Product knowledge

Education

Graduate

Post Graduate

Job description

Role

Branch Relationship Manager- PMS Ops Surat

Education Background

Graduate / Post Graduate

Work Experience

Minimum of 1-3 years of experience in the financial services preferably in the MF

CTC - Up to 6LPA

Location-Surat(Gujarat)

Critical Skills Required

• Relationship Managerment
• Good Communication Skills
• Multi Tasking
• Time Management
• Sound knowledge on MF operations
• Customer orientation
• Problem Solving
• Target oriented with proper adherence to compliance
• MF Product knowledge

Competencies Required

• Responsible to provide best services to Customers/Distributors
• Cross Selling
• Maximize sales and achieve the given targets through mapped distributors and walkin customers
• To perform operational activities in accordance with the organization guidelines

Key Accountabilities

• Provide best in class Customer Service and ensure customer delight
• Strong hold on PMS operations & compliance, including onboarding(physical and digital), escalation management, etc.

INTERNAL

• To accept applications and ensure that the same are in alignment with compliance guidelines and time stamp as per agreed guidelines
• Service Queries to be resolved within TAT, critical query management & managing escalations as per the investor need
• To ensure reconciliation of records and update HO on queries within 24 hours
• Transactions are processed with zero error
• Interacting with CAMS on daily basis for issue resolution
• Responsible for Cross selling of the products and retention of the customers
• Manage irate customers
• Taking care of Administration activities
• Should be completely updated on the various products and market scenario