Senior Manager - Customer Support - Distribution Channel Sales

Parag Parikh Financial Advisory Services(PPFAS); Bengaluru; On-site; INR 600,000 - 800,000; Full time

Job summary

Parag Parikh Financial Advisory Services(PPFAS) in Bengaluru seeks a team lead to manage CSOs across the south region, providing escalation support and guiding day-to-day operations. The role involves handling investor and distributor queries related to schemes, NAVs, holdings, transactions and tax documents via calls, emails and walk-ins for select Premium relationships.

The candidate will resolve complaints within defined timelines, coordinate with RTA, internal ops and AMCs, and ensure

Qualifications

• Any Graduate / Post Graduate
• Kannada language knowledge preferred

Responsibilities

• Handling a Team of CSOs across South and supporting them for escalations.
• Handle investor and distributor queries on schemes, NAVs, portfolio holdings, transactions, statements, and tax-related documents through calls, emails, and walk-ins (For select Premium relationships).
• Resolve complaints and escalations within TATs, coordinate with RTA, internal operations, and AMCs, and ensure proper documentation and closure.
• Assist with transaction processing: application form checking, KYC/PAN/FATCA verification, bank mandate checks, and coordinating for corrections or rejections.
• Conduct periodic review and training of team.
• Prepare daily/weekly dashboards on queries, TAT, complaints, redemptions, SIP registrations, sales pipeline, and conversion ratios.
• Use CRM systems to log interactions, update contact details, track follow-ups, and maintain a clear service history for each client/partner.
• Coordinate with internal teams (CSOs, HODs, ops, IT, compliance, marketing) for system issues, campaign rollouts, changes in forms/processes, and new product launches.

Skills

MF Process

RT

Platforms

Education

Any Graduate / Post Graduate

Kannada language knowledge preferred

Job description

Job Responsibilities :

• Handling a Team of CSOs across South and supporting them for escalations.
• Handle investor and distributor queries on schemes, NAVs, portfolio holdings, transactions, statements, and tax-related documents through calls, emails, and walk-ins (For select Premium relationships).
• Resolve complaints and escalations within TATs, coordinate with RTA, internal operations, and AMCs, and ensure proper documentation and closure.
• Assist with transaction processing: application form checking, KYC/PAN/FATCA verification, bank mandate checks, and coordinating for corrections or rejections.
• Conduct periodic review and training of team.
• Prepare daily/weekly dashboards on queries, TAT, complaints, redemptions, SIP registrations, sales pipeline, and conversion ratios.
• Use CRM systems to log interactions, update contact details, track follow-ups, and maintain a clear service history for each client/partner.
• Coordinate with internal teams (CSOs, HODs, ops, IT, compliance, marketing) for system issues, campaign rollouts, changes in forms/processes, and new product launches.

Skills Knowledge :

Good understanding and working knowledge of MF Process, RT, platforms etc.

Qualification :

Any Graduate / Post Graduate , Knowledge of Local Language Kannada is preferred.

Additional Certifications :

NISM VA