Deputy Manager - Alternate Investment Fund

Job Description

Role & responsibilities Deputy Manager - Alternate Investment Fund Preferred candidate profile Lead portfolio reviews, managing mutual fund queries, KYC processes, and client servicing for NRI clients. Developed and implemented a CRM software tool for Relationship Managers (RMs), significantly enhancing operational efficiency. Handled internal audits and completed 3 years of SEBI audit, ensuring compliance with regulatory standards. Managed trade and valuation, along with non-financial servicing, both online and offline. Spearheaded office process improvements, leading training programs and enhancing team productivity. Developed and implemented performance metrics to track individual and team achievements in both customer service. Managed day-to-day operations, ensuring that service levels were met and clients' needs were addressed in a timely and professional manner. Facilitated training sessions on best practices for customer service, mutual fund offerings, and CRM tool usage, resulting in a improvement in team efficiency. Oversaw customer service operations, ensuring that service standards were maintained, and client inquiries were resolved promptly. Created regular reports and dashboards for senior management to track customer service performance, sales activities, and CRM usage. Perks and benefits 5 Days working General shift timing Need immediate joiner