Client Services Representative

What is the roles objective

• To be able to execute all client response functions at front desk of Pune 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